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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
5,924
shares
|
$564,675
0.03% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,920
shares
|
$564,294
0.15% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
5,883
shares
|
$560,767
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
5,867
shares
|
$559,242
0.06% of portfolio
|
Q3 2024
Reduced 40.17%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,843
shares
|
$556,954
0.04% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,837
shares
|
$556,382
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,751
shares
|
$548,185
0.09% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
5,714
shares
|
$544,658
0.05% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,709
shares
|
$544,181
0.05% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
5,708
shares
|
$544,086
0.29% of portfolio
|
Q3 2024
Reduced 20.6%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,676
shares
|
$541,036
0.03% of portfolio
|
Q3 2024
Added 100.42%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
5,664
shares
|
$539,892
0.23% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
5,637
shares
|
$537,318
0.04% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,604
shares
|
$534,173
0.1% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,589
shares
|
$532,743
0.04% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
5,566
shares
|
$530,551
0.29% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,540
shares
|
$528,072
0.02% of portfolio
|
Q3 2022
Reduced 1.07%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,535
shares
|
$527,596
0.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5,481
shares
|
$522,448
0.25% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,468
shares
|
$521,209
0.4% of portfolio
|
Q3 2023
Reduced 1.8%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
5,465
shares
|
$520,923
0.09% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,465
shares
|
$520,923
0.01% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,458
shares
|
$520,256
0.34% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
5,455
shares
|
$519,970
0.15% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,454
shares
|
$519,875
0.04% of portfolio
|
Q3 2024
Added 0.61%
|