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 |
|---|---|---|---|---|---|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
14,064
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
14,048
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2024
Added 28.22%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
14,001
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
13,955
shares
|
$1.33 Million
0.32% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
13,885
shares
|
$1.32 Million
0.89% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,530
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,524
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 48.4%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
13,509
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
13,484
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,430
shares
|
$1.28 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
13,355
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 34.92%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,332
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,331
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
13,296
shares
|
$1.27 Million
0.26% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
13,221
shares
|
$1.26 Million
0.46% of portfolio
|
Q3 2024
Reduced 62.2%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
13,212
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2024
Reduced 39.89%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
13,158
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
13,118
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
13,028
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.16%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,985
shares
|
$1.24 Million
0.29% of portfolio
|
Q3 2024
Reduced 49.92%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
12,884
shares
|
$1.23 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,850
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12,848
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.59%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
12,840
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2020
Reduced 33.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
12,802
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2024
Reduced 24.42%
|