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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
12,796
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,737
shares
|
$1.21 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12,618
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
12,508
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2024
Added 32.58%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
12,499
shares
|
$1.19 Million
0.36% of portfolio
|
Q3 2024
Reduced 54.33%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
12,497
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,484
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
12,413
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,393
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
12,226
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,200
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.46%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,195
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,179
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,090
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
12,074
shares
|
$1.15 Million
0.73% of portfolio
|
Q2 2024
Reduced 24.64%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
11,855
shares
|
$1.13 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
11,852
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
11,834
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
Reduced 34.83%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
11,809
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2023
Added 28.72%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
11,771
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
11,650
shares
|
$1.11 Million
0.29% of portfolio
|
Q4 2023
Added 9.39%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
11,600
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2023
Added 176.19%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
11,522
shares
|
$1.1 Million
0.83% of portfolio
|
Q4 2021
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,513
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,501
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.48%
|