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 |
|---|---|---|---|---|---|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
17,870
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
17,808
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
17,780
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
17,708
shares
|
$1.67 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
17,606
shares
|
$1.66 Million
0.88% of portfolio
|
Q4 2022
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
17,521
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
17,449
shares
|
$1.65 Million
0.16% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,435
shares
|
$1.65 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
17,429
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
17,396
shares
|
$1.64 Million
0.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
17,387
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2023
Added 2.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
17,203
shares
|
$1.62 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
16,941
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Added 66.97%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
16,897
shares
|
$1.6 Million
0.76% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,799
shares
|
$1.59 Million
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
16,754
shares
|
$1.58 Million
0.08% of portfolio
|
Q2 2024
Added 21.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,729
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
16,687
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
16,585
shares
|
$1.57 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,529
shares
|
$1.56 Million
0.39% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
16,265
shares
|
$1.54 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
16,263
shares
|
$1.54 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,222
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 48.57%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
16,138
shares
|
$1.52 Million
0.51% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
16,077
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|