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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
6,673
shares
|
$636,070
0.4% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,641
shares
|
$633,020
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,636
shares
|
$632,543
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
6,624
shares
|
$631,399
0.22% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,607
shares
|
$629,779
0.05% of portfolio
|
Q2 2023
Reduced 26.42%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,600
shares
|
$629,112
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,591
shares
|
$628,254
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
6,504
shares
|
$619,961
0.05% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
6,489
shares
|
$618,531
0.06% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,479
shares
|
$617,578
0.05% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,441
shares
|
$613,956
0.03% of portfolio
|
Q1 2021
Reduced 18.47%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
6,439
shares
|
$613,765
0.04% of portfolio
|
Q2 2022
Added 32.76%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
6,420
shares
|
$611,954
0.01% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
6,396
shares
|
$609,666
0.22% of portfolio
|
Q4 2023
Reduced 17.53%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
6,393
shares
|
$609,380
0.15% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
6,370
shares
|
$607,188
0.0% of portfolio
|
Q4 2022
Reduced 7.32%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
6,363
shares
|
$606,521
0.11% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,360
shares
|
$606,235
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
6,349
shares
|
$605,186
0.2% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,336
shares
|
$603,947
0.0% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
6,325
shares
|
$602,899
0.2% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
6,312
shares
|
$601,659
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
6,301
shares
|
$600,611
0.2% of portfolio
|
Q3 2023
Reduced 18.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
6,270
shares
|
$597,656
0.05% of portfolio
|
Q3 2021
Reduced 1.49%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
6,257
shares
|
$596,417
0.04% of portfolio
|
Q1 2024
Added 5.96%
|