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 |
|---|---|---|---|---|---|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,409
shares
|
$416,430
0.02% of portfolio
|
Q4 2021
Added 29.33%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,393
shares
|
$414,918
0.19% of portfolio
|
Q2 2023
Reduced 35.33%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,392
shares
|
$414,824
0.2% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
4,391
shares
|
$414,729
0.02% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,369
shares
|
$412,652
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
4,368
shares
|
$412,557
0.04% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,365
shares
|
$412,274
0.19% of portfolio
|
Q4 2022
Added 9.13%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
4,364
shares
|
$412,179
0.04% of portfolio
|
Q1 2024
Reduced 7.54%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
4,345
shares
|
$410,385
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
4,319
shares
|
$407,929
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
4,314
shares
|
$407,457
0.25% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
4,301
shares
|
$406,229
0.09% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
4,291
shares
|
$405,284
0.13% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
4,273
shares
|
$403,584
0.24% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$402,829
0.02% of portfolio
|
Q2 2021
Added 0.59%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
4,230
shares
|
$399,523
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
4,229
shares
|
$399,429
0.29% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
4,221
shares
|
$398,673
0.03% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,219
shares
|
$398,484
0.01% of portfolio
|
Q4 2023
Added 6.73%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
4,216
shares
|
$398,201
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$396,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,189
shares
|
$395,651
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
4,187
shares
|
$395,462
0.01% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
4,165
shares
|
$393,384
0.04% of portfolio
|
Q1 2023
Added 3.92%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,161
shares
|
$393,006
0.05% of portfolio
|
Q1 2023
Added 26.82%
|