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 1,408 institutions that hold shares in the stock, with a total of 340 Million shares, which have been reported (via 13F filing form) to have a value of $31.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
145,365
shares
|
$13.4 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
144,735
shares
|
$13.3 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
143,035
shares
|
$13.2 Million
0.44% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
141,744
shares
|
$13.1 Million
0.17% of portfolio
|
Q2 2023
Reduced 18.19%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
139,996
shares
|
$12.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
139,964
shares
|
$12.9 Million
0.32% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
139,065
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
136,996
shares
|
$12.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
135,393
shares
|
$12.5 Million
0.11% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
135,232
shares
|
$12.5 Million
10.39% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
129,629
shares
|
$12 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
128,794
shares
|
$11.9 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
125,056
shares
|
$11.5 Million
0.05% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
123,750
shares
|
$11.4 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
122,937
shares
|
$11.3 Million
0.25% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
121,447
shares
|
$11.2 Million
0.59% of portfolio
|
Q3 2024
Added 3199.29%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
121,003
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.79%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
119,645
shares
|
$11 Million
0.29% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
117,526
shares
|
$10.8 Million
0.11% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
116,538
shares
|
$10.7 Million
0.28% of portfolio
|
Q3 2024
Added 1627.77%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
116,034
shares
|
$10.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
114,870
shares
|
$10.6 Million
0.22% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
113,546
shares
|
$10.5 Million
4.47% of portfolio
|
Q2 2023
Reduced 4.51%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
111,358
shares
|
$10.3 Million
6.72% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
110,721
shares
|
$10.2 Million
0.36% of portfolio
|
Q3 2024
Added 5.94%
|