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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
523
shares
|
$48,236
0.02% of portfolio
|
Q3 2024
Added 150.24%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
519
shares
|
$47,867
0.02% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
518
shares
|
$47,775
0.02% of portfolio
|
Q3 2024
Reduced 35.01%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
516
shares
|
$47,590
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
512
shares
|
$47,221
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
509
shares
|
$46,945
0.01% of portfolio
|
Q2 2024
Reduced 23.0%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
500
shares
|
$46,115
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
500
shares
|
$46,115
0.01% of portfolio
|
Q2 2024
Reduced 52.47%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
496
shares
|
$45,746
0.03% of portfolio
|
Q4 2018
Added 892.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
480
shares
|
$44,270
0.02% of portfolio
|
Q2 2020
Added 30.43%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
472
shares
|
$43,532
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
468
shares
|
$43,163
0.01% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
466
shares
|
$42,979
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
466
shares
|
$42,979
0.01% of portfolio
|
Q3 2023
Reduced 43.35%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
448
shares
|
$41,319
0.01% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
432
shares
|
$39,843
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
426
shares
|
$39,289
0.01% of portfolio
|
Q2 2024
Added 5.97%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
417
shares
|
$38,459
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
416
shares
|
$38,367
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
406
shares
|
$37,445
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
403
shares
|
$37,168
0.0% of portfolio
|
Q2 2024
Added 50.94%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
399
shares
|
$36,799
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
388
shares
|
$35,785
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
380
shares
|
$35,047
0.0% of portfolio
|
Q4 2022
Reduced 85.93%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$33,756
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|