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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
15,168
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.27%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
15,152
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
15,148
shares
|
$1.44 Million
0.17% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
15,072
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,063
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
15,057
shares
|
$1.44 Million
0.55% of portfolio
|
Q4 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,988
shares
|
$1.43 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
14,962
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
14,861
shares
|
$1.42 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
14,827
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
14,823
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
14,735
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 73.21%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
14,656
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
14,615
shares
|
$1.39 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
14,563
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,492
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 152.17%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
14,432
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
14,367
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
14,367
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
14,332
shares
|
$1.37 Million
0.26% of portfolio
|
Q3 2024
Added 52.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
14,302
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 30.27%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
14,278
shares
|
$1.36 Million
0.45% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
14,273
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,129
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,120
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2024
New holding
|