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 |
---|---|---|---|---|---|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
136,204
shares
|
$11.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
135,901
shares
|
$11.1 Million
0.13% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
135,055
shares
|
$11.1 Million
0.07% of portfolio
|
Q1 2024
Added 6.66%
|
|
Fox Financial, Inc
Wyomissing, PA |
May 03, 2024 Q1 2024 |
133,968
shares
|
$11 Million
10.2% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
130,364
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2024
Added 2.52%
|
|
Proffitt & Goodson Inc
|
Apr 24, 2024 Q1 2024 |
126,712
shares
|
$10.4 Million
1.9% of portfolio
|
Q1 2024
Reduced 2.31%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
126,707
shares
|
$10.4 Million
0.61% of portfolio
|
Q2 2023
Added 10.91%
|
|
Sawgrass Asset Management LLC
|
May 13, 2024 Q1 2024 |
124,214
shares
|
$10.2 Million
1.16% of portfolio
|
Q4 2023
Added 17.94%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
124,195
shares
|
$10.2 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
118,827
shares
|
$9.73 Million
0.24% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
118,009
shares
|
$9.67 Million
0.23% of portfolio
|
Q1 2024
Added 47.53%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
117,126
shares
|
$9.59 Million
0.31% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
116,732
shares
|
$9.56 Million
0.05% of portfolio
|
Q1 2024
Added 390.08%
|
|
West Bancorporation Inc
|
Apr 30, 2024 Q1 2024 |
115,838
shares
|
$9.49 Million
6.41% of portfolio
|
Q1 2024
Reduced 4.44%
|
|
First National Trust CO
|
Apr 26, 2024 Q1 2024 |
114,225
shares
|
$9.36 Million
0.39% of portfolio
|
Q1 2024
Added 1.57%
|
|
Moody National Bank Trust Division
|
Apr 04, 2024 Q1 2024 |
113,786
shares
|
$9.32 Million
0.76% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
113,546
shares
|
$9.3 Million
4.47% of portfolio
|
Q2 2023
Reduced 4.51%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
113,529
shares
|
$9.3 Million
1.32% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
Campion Asset Management
|
May 14, 2024 Q1 2024 |
112,894
shares
|
$9.25 Million
7.38% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 15, 2024 Q1 2024 |
111,670
shares
|
$9.15 Million
1.46% of portfolio
|
Q1 2024
Added 111.55%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
110,279
shares
|
$9.03 Million
0.1% of portfolio
|
Q1 2024
Reduced 64.34%
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2024 Q1 2024 |
108,315
shares
|
$8.87 Million
0.3% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
9258 Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
108,155
shares
|
$8.86 Million
1.43% of portfolio
|
Q1 2024
Added 2.29%
|
|
Ullmann Wealth Partners Group, LLC
|
May 10, 2024 Q1 2024 |
107,411
shares
|
$8.8 Million
1.34% of portfolio
|
Q1 2024
Reduced 7.03%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
106,988
shares
|
$8.76 Million
0.2% of portfolio
|
Q1 2024
Added 3.97%
|