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 |
|---|---|---|---|---|---|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
3,654
shares
|
$345,120
0.08% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,633
shares
|
$343,136
0.11% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,608
shares
|
$340,775
0.03% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
3,600
shares
|
$340,020
0.05% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
3,588
shares
|
$338,886
0.08% of portfolio
|
Q1 2024
Added 16.64%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
3,579
shares
|
$338,036
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
3,573
shares
|
$337,469
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,564
shares
|
$336,619
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
3,560
shares
|
$336,242
0.17% of portfolio
|
Q3 2023
Reduced 37.38%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
3,553
shares
|
$335,580
0.19% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
3,544
shares
|
$334,730
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
3,533
shares
|
$333,691
0.14% of portfolio
|
Q3 2024
Added 29.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,526
shares
|
$333,030
0.01% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,507
shares
|
$331,236
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,496
shares
|
$330,197
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,492
shares
|
$329,819
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
3,485
shares
|
$329,158
0.0% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
3,464
shares
|
$327,174
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
3,463
shares
|
$327,080
0.24% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
3,444
shares
|
$325,285
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
3,427
shares
|
$323,680
0.01% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
3,404
shares
|
$321,507
0.1% of portfolio
|
Q2 2023
Reduced 19.79%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,400
shares
|
$321,130
0.07% of portfolio
|
Q4 2022
Reduced 7.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,394
shares
|
$320,563
0.06% of portfolio
|
Q2 2024
Reduced 18.1%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,366
shares
|
$317,918
0.19% of portfolio
|
Q4 2023
New holding
|