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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
63,975
shares
|
$6.04 Million
0.08% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
63,721
shares
|
$6.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
63,484
shares
|
$6 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
63,255
shares
|
$5.97 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
63,229
shares
|
$5.97 Million
0.46% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
62,962
shares
|
$5.95 Million
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
62,429
shares
|
$5.9 Million
1.45% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
62,225
shares
|
$5.88 Million
0.25% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
61,657
shares
|
$5.82 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
61,566
shares
|
$5.81 Million
2.15% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
61,373
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.63%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
60,792
shares
|
$5.74 Million
0.32% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
60,450
shares
|
$5.71 Million
0.51% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
60,448
shares
|
$5.71 Million
0.18% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
60,411
shares
|
$5.71 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
59,907
shares
|
$5.66 Million
0.44% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
59,531
shares
|
$5.62 Million
0.16% of portfolio
|
Q3 2024
Added 855.86%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
59,094
shares
|
$5.58 Million
0.57% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
58,787
shares
|
$5.55 Million
2.63% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
58,193
shares
|
$5.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
58,076
shares
|
$5.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.07%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
58,024
shares
|
$5.48 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
57,279
shares
|
$5.41 Million
2.06% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
56,478
shares
|
$5.33 Million
0.09% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
56,432
shares
|
$5.33 Million
0.48% of portfolio
|
Q3 2024
New holding
|