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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
11,372
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Added 127.26%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
11,351
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
11,329
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
11,325
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
11,323
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2024
Added 39.84%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
11,231
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
11,080
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 85.92%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
11,064
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
11,052
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
11,000
shares
|
$1.04 Million
0.52% of portfolio
|
Q3 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
10,989
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
10,960
shares
|
$1.04 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
10,949
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10,915
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2022
Added 8.4%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
10,905
shares
|
$1.03 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,898
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
10,841
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,810
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
10,753
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
10,692
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 105.77%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
10,672
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,628
shares
|
$1 Million
0.13% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,565
shares
|
$997,864
0.44% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
10,522
shares
|
$993,802
0.11% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
10,435
shares
|
$985,585
2.1% of portfolio
|
Q3 2024
Reduced 6.27%
|