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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,647
shares
|
$722,259
0.2% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,603
shares
|
$718,103
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
7,527
shares
|
$710,925
0.35% of portfolio
|
Q3 2024
Reduced 42.39%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
7,498
shares
|
$708,186
0.07% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
7,486
shares
|
$707,052
0.04% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,481
shares
|
$706,580
0.1% of portfolio
|
Q3 2023
Reduced 10.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,464
shares
|
$704,974
0.03% of portfolio
|
Q3 2024
Reduced 38.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
7,438
shares
|
$702,519
0.18% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,387
shares
|
$697,702
0.39% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
7,374
shares
|
$696,474
0.05% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
7,314
shares
|
$690,807
0.28% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,299
shares
|
$689,390
0.06% of portfolio
|
Q3 2023
Added 62.42%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
7,287
shares
|
$688,257
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,259
shares
|
$685,612
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
7,259
shares
|
$685,612
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,239
shares
|
$683,723
0.06% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,203
shares
|
$680,323
0.02% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
7,185
shares
|
$678,623
0.08% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,175
shares
|
$677,678
0.04% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
7,168
shares
|
$677,017
0.26% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
7,167
shares
|
$676,923
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
7,137
shares
|
$674,089
0.1% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
7,086
shares
|
$669,272
0.04% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
7,069
shares
|
$667,667
0.42% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
7,053
shares
|
$666,155
0.15% of portfolio
|
Q3 2024
Reduced 0.65%
|