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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
7,053
shares
|
$672,291
0.15% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
7,044
shares
|
$671,434
0.3% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
7,043
shares
|
$671,338
0.05% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
7,038
shares
|
$670,862
0.07% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,020
shares
|
$669,146
0.14% of portfolio
|
Q4 2023
Added 4.15%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
7,016
shares
|
$668,765
0.3% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
7,001
shares
|
$667,335
0.06% of portfolio
|
Q4 2023
Reduced 50.01%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
6,984
shares
|
$665,714
0.02% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
6,972
shares
|
$664,571
0.27% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
6,938
shares
|
$661,330
0.22% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
6,936
shares
|
$661,139
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
6,933
shares
|
$660,853
0.59% of portfolio
|
Q4 2023
Added 5.99%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
6,928
shares
|
$660,376
0.15% of portfolio
|
Q2 2024
Added 26.38%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,907
shares
|
$658,375
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
6,883
shares
|
$656,087
0.06% of portfolio
|
Q4 2023
Added 27.23%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
6,857
shares
|
$653,609
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
6,852
shares
|
$653,132
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,834
shares
|
$651,416
0.31% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
6,812
shares
|
$649,319
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
6,804
shares
|
$648,557
0.17% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
6,795
shares
|
$647,699
0.24% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,763
shares
|
$644,649
0.27% of portfolio
|
Q4 2023
Added 3.32%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
6,756
shares
|
$643,981
0.11% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,698
shares
|
$638,453
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,685
shares
|
$637,214
0.05% of portfolio
|
Q4 2022
Reduced 26.01%
|