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 $31.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
464,142
shares
|
$42.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
454,262
shares
|
$41.9 Million
0.59% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
451,600
shares
|
$41.7 Million
0.91% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
450,815
shares
|
$41.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
443,833
shares
|
$40.9 Million
5.43% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
443,477
shares
|
$40.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
399,888
shares
|
$36.9 Million
2.71% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
393,365
shares
|
$36.3 Million
12.39% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
386,611
shares
|
$35.7 Million
3.34% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
385,232
shares
|
$35.5 Million
7.24% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
373,107
shares
|
$34.4 Million
3.39% of portfolio
|
Q3 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
365,933
shares
|
$33.8 Million
2.84% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
364,949
shares
|
$33.7 Million
4.34% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
358,564
shares
|
$33.1 Million
0.31% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
353,047
shares
|
$32.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
343,196
shares
|
$31.7 Million
4.15% of portfolio
|
Q1 2024
New holding
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
335,220
shares
|
$30.9 Million
20.08% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
313,986
shares
|
$29 Million
3.27% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
309,573
shares
|
$28.6 Million
0.6% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
308,520
shares
|
$28.5 Million
0.1% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
306,165
shares
|
$28.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
302,835
shares
|
$27.9 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
287,160
shares
|
$26.5 Million
3.76% of portfolio
|
Q2 2022
Added 8.5%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
279,287
shares
|
$25.8 Million
2.3% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
272,292
shares
|
$25.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.58%
|