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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
22,465
shares
|
$2.14 Million
0.25% of portfolio
|
Q3 2024
Added 29.24%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
22,246
shares
|
$2.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
22,233
shares
|
$2.12 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
22,225
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
22,093
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
22,084
shares
|
$2.11 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.05%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
21,979
shares
|
$2.1 Million
0.24% of portfolio
|
Q2 2024
Added 363.4%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
21,977
shares
|
$2.1 Million
0.52% of portfolio
|
Q2 2024
Reduced 17.27%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
21,847
shares
|
$2.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
21,752
shares
|
$2.07 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
21,652
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
21,649
shares
|
$2.06 Million
0.39% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
21,131
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
20,993
shares
|
$2 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,788
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
20,779
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2024
Added 46.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
20,665
shares
|
$1.97 Million
0.18% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
20,630
shares
|
$1.97 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,582
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
20,371
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
20,024
shares
|
$1.91 Million
0.47% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
19,964
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
19,954
shares
|
$1.9 Million
0.62% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
19,928
shares
|
$1.9 Million
0.13% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,787
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.06%
|