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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
92,529
shares
|
$8.53 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
92,501
shares
|
$8.53 Million
0.25% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
90,849
shares
|
$8.38 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
88,895
shares
|
$8.2 Million
4.12% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
88,277
shares
|
$8.14 Million
0.6% of portfolio
|
Q1 2023
Reduced 0.39%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
88,020
shares
|
$8.12 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
87,612
shares
|
$8.08 Million
0.21% of portfolio
|
Q3 2024
Added 3408.69%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
87,239
shares
|
$8.05 Million
0.07% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
85,630
shares
|
$7.9 Million
0.64% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
85,116
shares
|
$7.85 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
84,751
shares
|
$7.82 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
84,027
shares
|
$7.75 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
82,522
shares
|
$7.61 Million
3.23% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
82,175
shares
|
$7.58 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
81,515
shares
|
$7.52 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
81,047
shares
|
$7.47 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
80,141
shares
|
$7.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
79,076
shares
|
$7.29 Million
3.78% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$7.23 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
78,101
shares
|
$7.2 Million
0.17% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
77,897
shares
|
$7.18 Million
2.95% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
77,865
shares
|
$7.18 Million
0.56% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
77,555
shares
|
$7.15 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
77,309
shares
|
$7.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 27.02%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
77,098
shares
|
$7.11 Million
0.08% of portfolio
|
Q3 2024
Added 0.01%
|