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 |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,200
shares
|
$585,590
0.02% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
6,196
shares
|
$585,212
0.14% of portfolio
|
Q4 2023
Reduced 12.93%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
6,191
shares
|
$584,739
0.19% of portfolio
|
Q1 2024
Reduced 25.39%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
6,178
shares
|
$583,512
0.13% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
6,120
shares
|
$578,034
0.02% of portfolio
|
Q3 2022
Reduced 26.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,119
shares
|
$577,939
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
6,105
shares
|
$576,617
0.55% of portfolio
|
Q1 2024
Reduced 24.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,101
shares
|
$576,239
0.03% of portfolio
|
Q3 2024
Added 48.44%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,096
shares
|
$575,767
0.01% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
6,063
shares
|
$572,650
0.35% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
6,051
shares
|
$571,516
0.55% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
6,045
shares
|
$570,950
0.04% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
6,005
shares
|
$567,172
0.37% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
6,000
shares
|
$566,700
0.08% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
5,998
shares
|
$566,511
0.09% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
5,991
shares
|
$565,849
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
5,975
shares
|
$564,338
0.02% of portfolio
|
Q2 2024
Added 5.64%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
5,960
shares
|
$562,922
0.05% of portfolio
|
Q1 2022
Added 23.65%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,953
shares
|
$562,260
0.04% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,946
shares
|
$561,599
0.35% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,943
shares
|
$561,316
0.06% of portfolio
|
Q1 2022
Reduced 24.46%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,943
shares
|
$561,316
0.21% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
5,931
shares
|
$560,182
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,926
shares
|
$559,710
0.01% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
5,924
shares
|
$559,521
0.03% of portfolio
|
Q3 2024
Added 5.3%
|