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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,453
shares
|
$519,834
0.15% of portfolio
|
Q3 2024
Reduced 98.84%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
5,449
shares
|
$519,453
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
5,442
shares
|
$518,785
0.18% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,436
shares
|
$518,213
0.12% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
5,416
shares
|
$516,307
0.02% of portfolio
|
Q3 2024
Added 33.76%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
5,399
shares
|
$514,686
0.0% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,396
shares
|
$514,400
0.05% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,378
shares
|
$512,684
0.01% of portfolio
|
Q3 2024
Reduced 49.71%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
5,344
shares
|
$509,443
0.09% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,320
shares
|
$507,155
0.79% of portfolio
|
Q1 2023
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,307
shares
|
$505,916
0.04% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$505,249
0.04% of portfolio
|
Q1 2024
Reduced 64.13%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
5,297
shares
|
$504,963
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
5,289
shares
|
$504,200
0.04% of portfolio
|
Q3 2024
Added 89.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,272
shares
|
$502,579
0.26% of portfolio
|
Q2 2022
Reduced 71.53%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
5,266
shares
|
$502,007
0.28% of portfolio
|
Q1 2021
Added 167.85%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
5,264
shares
|
$501,817
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
5,262
shares
|
$501,626
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,249
shares
|
$500,387
0.17% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
5,246
shares
|
$500,101
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
5,202
shares
|
$495,906
0.03% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,182
shares
|
$494,000
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
5,180
shares
|
$493,809
0.05% of portfolio
|
Q4 2023
Reduced 2.81%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,174
shares
|
$493,237
0.01% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
5,143
shares
|
$490,282
0.02% of portfolio
|
Q1 2024
Added 81.22%
|