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 1,437 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 $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
57,279
shares
|
$5.31 Million
2.06% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
56,259
shares
|
$5.21 Million
0.82% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
56,129
shares
|
$5.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
55,892
shares
|
$5.18 Million
0.21% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
55,458
shares
|
$5.14 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
55,021
shares
|
$5.1 Million
0.03% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
54,775
shares
|
$5.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
54,718
shares
|
$5.07 Million
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
54,702
shares
|
$5.07 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
54,700
shares
|
$5.07 Million
3.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
54,617
shares
|
$5.06 Million
0.1% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
54,406
shares
|
$5.04 Million
0.53% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
54,365
shares
|
$5.04 Million
0.22% of portfolio
|
Q2 2024
Added 24.26%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
54,326
shares
|
$5.03 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
53,586
shares
|
$4.96 Million
0.11% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
52,828
shares
|
$4.89 Million
1.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
52,647
shares
|
$4.88 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
52,570
shares
|
$4.87 Million
0.16% of portfolio
|
Q1 2023
Added 4.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
52,067
shares
|
$4.82 Million
0.61% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
51,567
shares
|
$4.78 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
51,531
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
51,439
shares
|
$4.76 Million
0.14% of portfolio
|
Q2 2020
Added 7.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
51,017
shares
|
$4.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
50,965
shares
|
$4.72 Million
2.1% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
49,013
shares
|
$4.54 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.18%
|