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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,853
shares
|
$843,867
0.01% of portfolio
|
Q4 2022
Added 140.24%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,799
shares
|
$838,720
0.02% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
8,780
shares
|
$836,909
0.12% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
8,741
shares
|
$833,192
0.33% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,724
shares
|
$831,571
0.06% of portfolio
|
Q2 2024
Added 366.52%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,705
shares
|
$829,760
0.09% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
8,700
shares
|
$829,283
0.23% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
8,696
shares
|
$828,902
0.0% of portfolio
|
Q3 2024
Reduced 67.36%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
8,680
shares
|
$827,377
0.01% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,652
shares
|
$824,708
0.27% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
8,638
shares
|
$823,374
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
8,633
shares
|
$822,897
0.14% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8,590
shares
|
$818,798
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
8,564
shares
|
$816,320
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
8,533
shares
|
$813,365
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
8,449
shares
|
$805,358
0.19% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
8,433
shares
|
$803,833
0.43% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
8,397
shares
|
$800,402
0.13% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,388
shares
|
$799,544
0.9% of portfolio
|
Q4 2022
Reduced 7.18%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,365
shares
|
$797,351
0.05% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
8,360
shares
|
$796,875
0.18% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
8,358
shares
|
$796,684
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
8,344
shares
|
$795,350
0.05% of portfolio
|
Q2 2022
Added 6.97%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
8,344
shares
|
$795,350
0.03% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
8,333
shares
|
$794,301
0.04% of portfolio
|
Q3 2024
Added 0.11%
|