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 |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
3,000
shares
|
$283,350
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
3,000
shares
|
$283,350
0.05% of portfolio
|
Q3 2023
Reduced 96.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,000
shares
|
$283,350
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$283,350
0.0% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
2,988
shares
|
$282,216
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,975
shares
|
$280,988
0.04% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
2,975
shares
|
$280,988
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
2,974
shares
|
$280,894
0.01% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
2,964
shares
|
$279,949
0.02% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,963
shares
|
$279,855
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,958
shares
|
$279,383
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
2,953
shares
|
$278,910
0.06% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
2,952
shares
|
$278,816
0.09% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,948
shares
|
$278,438
0.14% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,943
shares
|
$277,966
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
2,939
shares
|
$277,588
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,920
shares
|
$275,794
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,920
shares
|
$275,794
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
2,915
shares
|
$275,321
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
2,913
shares
|
$275,132
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,905
shares
|
$274,377
0.02% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,902
shares
|
$274,093
0.11% of portfolio
|
Q1 2023
Reduced 8.66%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
2,889
shares
|
$272,866
0.18% of portfolio
|
Q1 2024
Reduced 25.21%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
2,868
shares
|
$270,882
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
2,850
shares
|
$269,182
0.17% of portfolio
|
Q3 2024
Added 0.56%
|