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 1,409 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
187,453
shares
|
$17.9 Million
6.98% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
185,526
shares
|
$17.7 Million
0.22% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
183,985
shares
|
$17.5 Million
0.17% of portfolio
|
Q3 2024
Reduced 63.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
183,800
shares
|
$17.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
177,767
shares
|
$16.9 Million
1.26% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
176,627
shares
|
$16.8 Million
0.73% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
175,955
shares
|
$16.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
174,758
shares
|
$16.7 Million
0.27% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
174,485
shares
|
$16.6 Million
0.16% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
173,479
shares
|
$16.5 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
171,738
shares
|
$16.4 Million
2.46% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
169,617
shares
|
$16.2 Million
0.22% of portfolio
|
Q4 2023
Added 31.7%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
166,616
shares
|
$15.9 Million
3.05% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
164,344
shares
|
$15.7 Million
7.42% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
162,803
shares
|
$15.5 Million
2.41% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
159,723
shares
|
$15.2 Million
0.86% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
158,774
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 40.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
158,391
shares
|
$15.1 Million
0.92% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
157,238
shares
|
$15 Million
7.76% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
156,490
shares
|
$14.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
155,708
shares
|
$14.8 Million
4.98% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
155,094
shares
|
$14.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
154,492
shares
|
$14.7 Million
2.78% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
153,161
shares
|
$14.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
149,329
shares
|
$14.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.03%
|