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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,328
shares
|
$219,879
0.04% of portfolio
|
Q3 2024
Added 100.17%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
2,328
shares
|
$219,879
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
2,325
shares
|
$219,596
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
2,323
shares
|
$219,407
0.11% of portfolio
|
Q3 2024
Added 117.92%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,319
shares
|
$219,029
0.08% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
2,310
shares
|
$218,179
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
2,300
shares
|
$217,235
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,296
shares
|
$216,857
0.02% of portfolio
|
Q3 2024
Reduced 23.34%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$215,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,285
shares
|
$215,818
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
2,277
shares
|
$215,062
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,273
shares
|
$214,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,247
shares
|
$212,229
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,200
shares
|
$207,790
0.04% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,160
shares
|
$204,012
0.06% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,140
shares
|
$202,123
0.06% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,137
shares
|
$201,839
0.03% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,087
shares
|
$197,117
0.0% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,022
shares
|
$190,977
0.01% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
2,016
shares
|
$190,411
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
2,016
shares
|
$190,411
0.03% of portfolio
|
Q3 2021
Reduced 9.03%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$188,900
0.01% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,952
shares
|
$184,366
0.02% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Spence Asset Management
|
Oct 09, 2024 Q3 2024 |
1,943
shares
|
$183,516
0.04% of portfolio
|
Q3 2024
Reduced 78.54%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,924
shares
|
$181,721
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|