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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
39,076
shares
|
$3.69 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
39,042
shares
|
$3.69 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
38,972
shares
|
$3.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
38,710
shares
|
$3.66 Million
2.02% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
38,399
shares
|
$3.63 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
37,871
shares
|
$3.58 Million
0.95% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
37,393
shares
|
$3.53 Million
0.29% of portfolio
|
Q2 2024
Added 407.23%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
37,341
shares
|
$3.53 Million
1.28% of portfolio
|
Q3 2024
Added 1230.76%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
37,265
shares
|
$3.52 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
37,035
shares
|
$3.5 Million
0.44% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
36,882
shares
|
$3.48 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
36,832
shares
|
$3.48 Million
0.26% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
36,515
shares
|
$3.45 Million
1.99% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
36,404
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.78%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
36,379
shares
|
$3.44 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
36,009
shares
|
$3.4 Million
0.49% of portfolio
|
Q3 2023
Reduced 5.96%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
35,726
shares
|
$3.37 Million
0.15% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
35,665
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
35,602
shares
|
$3.36 Million
1.44% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
35,572
shares
|
$3.36 Million
0.82% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
35,571
shares
|
$3.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
35,471
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
35,410
shares
|
$3.34 Million
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
35,328
shares
|
$3.34 Million
0.54% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
35,237
shares
|
$3.33 Million
0.09% of portfolio
|
Q3 2024
Added 3.22%
|