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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$33,756
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
348
shares
|
$32,096
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
343
shares
|
$31,634
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
339
shares
|
$31,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
337
shares
|
$31,081
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
332
shares
|
$30,620
0.01% of portfolio
|
Q1 2024
Reduced 94.77%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
332
shares
|
$30,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
320
shares
|
$29,513
0.02% of portfolio
|
Q1 2024
Reduced 86.21%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
300
shares
|
$27,669
0.01% of portfolio
|
Q1 2019
Reduced 25.0%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$27,669
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
295
shares
|
$27,207
0.0% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
284
shares
|
$26,193
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
284
shares
|
$26,193
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
268
shares
|
$24,717
0.01% of portfolio
|
Q4 2021
Reduced 33.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
256
shares
|
$23,610
0.0% of portfolio
|
Q1 2021
Reduced 70.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
247
shares
|
$22,780
0.02% of portfolio
|
Q2 2024
Reduced 50.99%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
241
shares
|
$22,227
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
236
shares
|
$21,766
0.01% of portfolio
|
Q3 2024
Reduced 44.47%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
229
shares
|
$21,120
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
225
shares
|
$20,751
0.01% of portfolio
|
Q4 2021
Reduced 19.06%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$18,446
0.0% of portfolio
|
Q4 2019
Reduced 70.06%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
200
shares
|
$18,446
0.0% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
200
shares
|
$18,446
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
200
shares
|
$18,446
0.0% of portfolio
|
Q4 2023
Reduced 92.45%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
199
shares
|
$18,353
0.01% of portfolio
|
Q3 2024
Added 0.51%
|