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 1,409 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $32.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
24,707
shares
|
$2.36 Million
0.41% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
24,607
shares
|
$2.35 Million
0.5% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
24,261
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
24,196
shares
|
$2.31 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
24,042
shares
|
$2.29 Million
1.09% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
23,727
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
23,664
shares
|
$2.26 Million
0.41% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
23,585
shares
|
$2.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
23,573
shares
|
$2.25 Million
0.1% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,565
shares
|
$2.25 Million
0.19% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
23,366
shares
|
$2.23 Million
1.04% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
23,252
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
23,239
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
23,209
shares
|
$2.21 Million
0.45% of portfolio
|
Q4 2023
Reduced 15.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
23,104
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
22,835
shares
|
$2.18 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
22,776
shares
|
$2.17 Million
0.18% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
22,771
shares
|
$2.17 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,771
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
22,740
shares
|
$2.17 Million
0.38% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
22,734
shares
|
$2.17 Million
1.03% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,718
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
22,707
shares
|
$2.16 Million
1.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
22,622
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
22,587
shares
|
$2.15 Million
0.93% of portfolio
|
Q3 2024
Added 2.18%
|