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 1,408 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 $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,421
shares
|
$984,263
0.3% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
10,415
shares
|
$983,696
0.34% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
10,352
shares
|
$977,746
0.44% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
10,342
shares
|
$976,801
0.19% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,338
shares
|
$976,424
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
10,303
shares
|
$973,118
0.05% of portfolio
|
Q2 2024
Added 66.93%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,272
shares
|
$970,190
0.14% of portfolio
|
Q1 2023
Reduced 4.54%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
10,231
shares
|
$966,317
0.08% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
10,211
shares
|
$964,428
0.17% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10,146
shares
|
$958,289
0.52% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,097
shares
|
$953,661
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
10,044
shares
|
$948,655
0.1% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
10,024
shares
|
$946,766
0.81% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
9,997
shares
|
$944,216
0.64% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
9,994
shares
|
$943,933
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
9,993
shares
|
$943,838
0.13% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,962
shares
|
$940,910
0.04% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
9,961
shares
|
$940,816
0.03% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
9,940
shares
|
$938,833
0.46% of portfolio
|
Q2 2024
Added 14.64%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,853
shares
|
$930,615
0.01% of portfolio
|
Q3 2024
Added 124.29%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
9,770
shares
|
$922,776
0.36% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,769
shares
|
$922,682
0.94% of portfolio
|
Q4 2021
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,723
shares
|
$918,337
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,721
shares
|
$918,148
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
9,666
shares
|
$912,953
0.09% of portfolio
|
Q3 2024
Reduced 9.66%
|