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 |
|---|---|---|---|---|---|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,662
shares
|
$912,575
0.16% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
9,649
shares
|
$911,348
0.17% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,638
shares
|
$910,309
0.18% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
9,596
shares
|
$906,342
0.08% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,544
shares
|
$901,430
0.06% of portfolio
|
Q3 2024
Added 134.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
9,500
shares
|
$897,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
9,489
shares
|
$896,236
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
9,453
shares
|
$892,835
0.07% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,396
shares
|
$887,452
0.03% of portfolio
|
Q3 2024
Added 163.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
9,324
shares
|
$880,651
0.02% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
9,273
shares
|
$875,834
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
9,271
shares
|
$875,645
0.34% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,223
shares
|
$871,112
0.02% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,166
shares
|
$865,728
0.02% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
9,147
shares
|
$863,934
0.14% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
9,128
shares
|
$862,139
0.07% of portfolio
|
Q3 2024
Added 27.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,120
shares
|
$861,384
0.01% of portfolio
|
Q2 2024
Added 114.84%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,118
shares
|
$861,195
0.35% of portfolio
|
Q1 2023
Reduced 1.89%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
9,107
shares
|
$860,156
0.39% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
9,045
shares
|
$854,300
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
9,017
shares
|
$851,655
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
8,965
shares
|
$846,744
0.1% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
8,891
shares
|
$839,754
0.09% of portfolio
|
Q2 2024
Added 344.55%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
8,863
shares
|
$837,110
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,853
shares
|
$836,165
0.01% of portfolio
|
Q4 2022
Added 140.24%
|