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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
8,332
shares
|
$794,206
0.32% of portfolio
|
Q3 2024
Added 26.17%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
8,321
shares
|
$793,157
0.05% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
8,263
shares
|
$787,629
0.07% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
8,244
shares
|
$785,818
0.1% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
8,236
shares
|
$785,055
0.15% of portfolio
|
Q3 2024
Added 1247.95%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
8,129
shares
|
$774,856
0.01% of portfolio
|
Q3 2024
Reduced 50.26%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
8,090
shares
|
$771,138
0.48% of portfolio
|
Q3 2024
Reduced 37.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,055
shares
|
$767,802
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,034
shares
|
$765,800
0.04% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
8,024
shares
|
$764,847
0.31% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
8,016
shares
|
$764,085
0.35% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,011
shares
|
$763,608
0.03% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
7,991
shares
|
$761,702
0.15% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,957
shares
|
$758,461
0.12% of portfolio
|
Q3 2024
Added 98.93%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,926
shares
|
$755,506
0.04% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,922
shares
|
$755,125
0.05% of portfolio
|
Q3 2024
Added 29.91%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
7,902
shares
|
$753,218
0.05% of portfolio
|
Q1 2022
Reduced 1.54%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
7,901
shares
|
$753,123
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
7,856
shares
|
$748,833
0.28% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
7,823
shares
|
$745,688
0.23% of portfolio
|
Q3 2024
Added 58.94%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,804
shares
|
$743,877
0.06% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
7,780
shares
|
$741,589
0.17% of portfolio
|
Q3 2019
Reduced 6.85%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
7,732
shares
|
$737,014
0.02% of portfolio
|
Q3 2024
Added 47.16%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
7,713
shares
|
$735,203
0.01% of portfolio
|
Q4 2023
Added 2.61%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
7,700
shares
|
$733,964
0.22% of portfolio
|
Q4 2020
Reduced 3.75%
|