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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,895
shares
|
$178,982
0.09% of portfolio
|
Q4 2022
Added 23.37%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,872
shares
|
$176,810
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$175,299
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,845
shares
|
$174,260
0.01% of portfolio
|
Q4 2022
Added 177.86%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,822
shares
|
$172,087
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,809
shares
|
$170,860
0.06% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,770
shares
|
$167,176
0.06% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,753
shares
|
$165,570
0.03% of portfolio
|
Q3 2024
Added 171.36%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,750
shares
|
$165,287
0.38% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,711
shares
|
$161,603
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,681
shares
|
$158,770
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,672
shares
|
$157,920
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,666
shares
|
$157,353
0.01% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,585
shares
|
$149,703
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,563
shares
|
$147,625
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,556
shares
|
$146,964
0.0% of portfolio
|
Q3 2024
Reduced 94.58%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,548
shares
|
$146,208
0.0% of portfolio
|
Q2 2024
Added 43.33%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,539
shares
|
$145,358
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,527
shares
|
$144,225
0.07% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
1,523
shares
|
$143,847
0.0% of portfolio
|
Q2 2024
Added 62.37%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,520
shares
|
$143,564
0.01% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,515
shares
|
$143,091
0.01% of portfolio
|
Q2 2024
Added 33.95%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,505
shares
|
$142,147
0.07% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,491
shares
|
$140,824
0.01% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,460
shares
|
$137,897
0.01% of portfolio
|
Q1 2024
New holding
|