Institutional Ownership Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR). We have compiled data on the 1,337 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
179,445
shares
|
$14.7 Million
0.24% of portfolio
|
Q1 2024
Added 20.32%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
178,700
shares
|
$14.6 Million
0.21% of portfolio
|
Q1 2024
Added 288.18%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
177,624
shares
|
$14.5 Million
0.22% of portfolio
|
Q1 2024
Added 14.87%
|
|
Culbertson A N & CO Inc
|
Apr 30, 2024 Q1 2024 |
175,514
shares
|
$14.4 Million
2.57% of portfolio
|
Q1 2024
Added 1.24%
|
|
Bristlecone Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
174,938
shares
|
$14.3 Million
1.3% of portfolio
|
Q1 2024
Added 1.33%
|
|
Patton Fund Management, Inc.
|
May 08, 2024 Q1 2024 |
172,829
shares
|
$14.2 Million
2.65% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
172,681
shares
|
$14.1 Million
0.27% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
172,348
shares
|
$14.1 Million
0.73% of portfolio
|
Q1 2024
Added 30.84%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
169,617
shares
|
$13.9 Million
0.22% of portfolio
|
Q4 2023
Added 31.7%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
163,749
shares
|
$13.4 Million
0.1% of portfolio
|
Q1 2024
Reduced 50.08%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 15, 2024 Q1 2024 |
159,317
shares
|
$13 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
Callan Family Office, LLC
Radnor, PA |
May 08, 2024 Q1 2024 |
159,210
shares
|
$13 Million
3.14% of portfolio
|
Q1 2024
Added 5.22%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
158,391
shares
|
$13 Million
0.92% of portfolio
|
Q3 2023
Added 14.06%
|
|
Steph & CO
|
Apr 12, 2024 Q1 2024 |
155,900
shares
|
$12.8 Million
5.15% of portfolio
|
Q1 2024
Added 0.73%
|
|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
155,137
shares
|
$12.7 Million
0.45% of portfolio
|
Q1 2024
Reduced 18.52%
|
|
Ccg Wealth Management, LLC
|
Apr 18, 2024 Q1 2024 |
152,065
shares
|
$12.5 Million
7.72% of portfolio
|
Q1 2024
Added 7.33%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
150,957
shares
|
$12.4 Million
0.06% of portfolio
|
Q1 2024
Added 15.7%
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
150,591
shares
|
$12.3 Million
0.01% of portfolio
|
Q1 2024
Added 1.95%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
147,659
shares
|
$12.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 16.86%
|
|
Washington Trust Bank
|
May 14, 2024 Q1 2024 |
146,515
shares
|
$12 Million
1.19% of portfolio
|
Q1 2024
Added 1.21%
|
|
Old National Bancorp
|
Apr 15, 2024 Q1 2024 |
142,916
shares
|
$11.7 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
141,744
shares
|
$11.6 Million
0.17% of portfolio
|
Q2 2023
Reduced 18.19%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 15, 2024 Q1 2024 |
141,547
shares
|
$11.6 Million
3.08% of portfolio
|
Q1 2024
Added 5.13%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
141,201
shares
|
$11.6 Million
0.16% of portfolio
|
Q1 2024
Added 2.03%
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
137,610
shares
|
$11.3 Million
0.32% of portfolio
|
Q1 2024
Added 0.01%
|