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 |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
16,076
shares
|
$1.52 Million
0.2% of portfolio
|
Q4 2022
Added 193.57%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,022
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,975
shares
|
$1.51 Million
0.69% of portfolio
|
Q4 2021
Reduced 0.16%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
15,973
shares
|
$1.51 Million
0.39% of portfolio
|
Q4 2020
Added 25.6%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
15,947
shares
|
$1.51 Million
0.39% of portfolio
|
Q4 2023
Reduced 47.63%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
15,946
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,882
shares
|
$1.5 Million
0.3% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
15,827
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
15,809
shares
|
$1.49 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
15,780
shares
|
$1.49 Million
0.36% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
15,619
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
15,590
shares
|
$1.47 Million
0.15% of portfolio
|
Q1 2022
Reduced 10.97%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
15,544
shares
|
$1.47 Million
0.45% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
15,510
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
15,432
shares
|
$1.46 Million
0.55% of portfolio
|
Q4 2018
Added 285.99%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
15,414
shares
|
$1.46 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
15,399
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,364
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
15,318
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
15,278
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,262
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 106.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
15,262
shares
|
$1.44 Million
0.33% of portfolio
|
Q4 2019
Added 14.92%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
15,248
shares
|
$1.44 Million
0.24% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,196
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
15,168
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.27%
|