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 |
---|---|---|---|---|---|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
27,542
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2024
Added 3.7%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
27,346
shares
|
$2.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
26,977
shares
|
$2.55 Million
0.25% of portfolio
|
Q3 2024
Added 39.57%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
26,975
shares
|
$2.55 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
26,956
shares
|
$2.55 Million
0.84% of portfolio
|
Q4 2020
Added 666.67%
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
26,929
shares
|
$2.54 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,877
shares
|
$2.54 Million
0.18% of portfolio
|
Q4 2022
Added 3.49%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
26,779
shares
|
$2.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
26,767
shares
|
$2.53 Million
0.05% of portfolio
|
Q3 2024
Added 8.62%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
26,565
shares
|
$2.51 Million
0.33% of portfolio
|
Q3 2024
Reduced 75.18%
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
26,520
shares
|
$2.5 Million
0.52% of portfolio
|
Q2 2020
New holding
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
26,416
shares
|
$2.49 Million
0.22% of portfolio
|
Q3 2024
Added 4.52%
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
26,388
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2024
Added 13.47%
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
26,120
shares
|
$2.47 Million
1.31% of portfolio
|
Q3 2024
Added 5.78%
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
26,023
shares
|
$2.46 Million
0.17% of portfolio
|
Q2 2023
Reduced 5.44%
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
25,994
shares
|
$2.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
25,901
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
25,614
shares
|
$2.42 Million
0.15% of portfolio
|
Q3 2024
Added 0.37%
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
25,601
shares
|
$2.42 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
25,600
shares
|
$2.42 Million
0.34% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
25,449
shares
|
$2.4 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
25,371
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
24,986
shares
|
$2.36 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
24,911
shares
|
$2.35 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
24,707
shares
|
$2.33 Million
0.41% of portfolio
|
Q3 2024
Added 0.03%
|