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 |
|---|---|---|---|---|---|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
109,113
shares
|
$10.1 Million
3.58% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
108,228
shares
|
$9.98 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
107,656
shares
|
$9.93 Million
7.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
106,589
shares
|
$9.83 Million
2.15% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
105,373
shares
|
$9.72 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
105,140
shares
|
$9.7 Million
6.39% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
105,019
shares
|
$9.69 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
103,924
shares
|
$9.58 Million
0.09% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
102,955
shares
|
$9.5 Million
2.8% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
101,777
shares
|
$9.39 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
101,777
shares
|
$9.39 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
100,335
shares
|
$9.25 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
100,079
shares
|
$9.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,797
shares
|
$9.2 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
99,674
shares
|
$9.19 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
99,341
shares
|
$9.16 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
97,907
shares
|
$9.03 Million
0.36% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
97,404
shares
|
$8.98 Million
0.12% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
95,891
shares
|
$8.84 Million
3.3% of portfolio
|
Q3 2024
Added 29.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
95,842
shares
|
$8.84 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
93,858
shares
|
$8.66 Million
0.53% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
93,289
shares
|
$8.6 Million
4.32% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
93,287
shares
|
$8.6 Million
1.79% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
92,949
shares
|
$8.57 Million
1.51% of portfolio
|
Q1 2023
Added 15.13%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
92,879
shares
|
$8.57 Million
4.37% of portfolio
|
Q3 2024
Added 6.38%
|