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 $32.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
77,309
shares
|
$7.38 Million
0.13% of portfolio
|
Q3 2024
Reduced 27.02%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
77,098
shares
|
$7.36 Million
0.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
76,364
shares
|
$7.29 Million
1.41% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
76,172
shares
|
$7.27 Million
0.06% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
76,150
shares
|
$7.27 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
75,283
shares
|
$7.19 Million
0.16% of portfolio
|
Q2 2024
Reduced 36.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
74,092
shares
|
$7.07 Million
0.12% of portfolio
|
Q3 2024
Added 159.46%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
74,092
shares
|
$7.07 Million
0.01% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
73,931
shares
|
$7.06 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
73,649
shares
|
$7.03 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
72,610
shares
|
$6.93 Million
3.56% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
72,213
shares
|
$6.89 Million
0.13% of portfolio
|
Q3 2024
Added 112.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
72,141
shares
|
$6.89 Million
0.1% of portfolio
|
Q3 2024
Added 691.28%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
71,904
shares
|
$6.86 Million
2.63% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
70,686
shares
|
$6.75 Million
5.2% of portfolio
|
Q4 2022
Added 3.86%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
70,149
shares
|
$6.7 Million
2.69% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
69,836
shares
|
$6.67 Million
2.11% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
69,581
shares
|
$6.64 Million
1.08% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
69,171
shares
|
$6.6 Million
0.68% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
67,903
shares
|
$6.48 Million
0.66% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
67,269
shares
|
$6.42 Million
1.82% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
66,722
shares
|
$6.37 Million
0.85% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
64,523
shares
|
$6.16 Million
0.19% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
64,444
shares
|
$6.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
64,102
shares
|
$6.12 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.22%
|