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 |
|---|---|---|---|---|---|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,118
shares
|
$487,898
0.08% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,100
shares
|
$486,183
0.02% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,073
shares
|
$483,609
0.13% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
5,064
shares
|
$482,751
0.05% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,046
shares
|
$481,035
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
5,036
shares
|
$480,081
0.16% of portfolio
|
Q4 2019
New holding
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
5,000
shares
|
$476,650
0.12% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$476,650
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
5,000
shares
|
$476,650
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,993
shares
|
$475,982
0.04% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,990
shares
|
$475,696
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
4,986
shares
|
$475,315
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,960
shares
|
$472,836
0.23% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,952
shares
|
$472,074
0.01% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,949
shares
|
$471,788
0.01% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
4,926
shares
|
$469,595
0.2% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,921
shares
|
$469,118
0.02% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
4,882
shares
|
$465,401
0.09% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
4,873
shares
|
$464,543
0.1% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,867
shares
|
$463,971
0.02% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
4,840
shares
|
$461,397
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
4,838
shares
|
$461,206
0.18% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,825
shares
|
$459,967
0.07% of portfolio
|
Q2 2024
Added 286.0%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,817
shares
|
$459,204
0.02% of portfolio
|
Q1 2024
Reduced 8.63%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
4,815
shares
|
$459,013
0.29% of portfolio
|
Q3 2024
Reduced 0.62%
|