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 |
|---|---|---|---|---|---|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
4,794
shares
|
$457,012
0.11% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,776
shares
|
$455,296
0.17% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,759
shares
|
$453,675
0.03% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,740
shares
|
$451,864
0.0% of portfolio
|
Q4 2022
Added 0.25%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,740
shares
|
$451,864
0.0% of portfolio
|
Q2 2020
Reduced 61.88%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,738
shares
|
$451,673
0.07% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,716
shares
|
$449,576
0.08% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,711
shares
|
$449,099
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,707
shares
|
$448,718
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,639
shares
|
$442,235
0.08% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
4,600
shares
|
$438,518
0.08% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
4,600
shares
|
$438,518
0.2% of portfolio
|
Q2 2020
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,595
shares
|
$438,041
0.06% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
4,564
shares
|
$435,086
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
4,557
shares
|
$434,418
0.12% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,553
shares
|
$434,037
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,552
shares
|
$433,942
0.2% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
4,538
shares
|
$432,607
0.05% of portfolio
|
Q4 2023
Added 6.2%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
4,520
shares
|
$430,891
0.06% of portfolio
|
Q1 2024
Added 56.67%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,513
shares
|
$430,224
0.03% of portfolio
|
Q3 2024
Reduced 52.43%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
4,466
shares
|
$425,743
0.16% of portfolio
|
Q4 2023
Added 61.05%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,453
shares
|
$424,504
0.03% of portfolio
|
Q3 2024
Reduced 51.39%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,436
shares
|
$422,883
0.02% of portfolio
|
Q2 2023
Reduced 13.24%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
4,428
shares
|
$422,121
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
4,423
shares
|
$421,644
0.2% of portfolio
|
Q4 2023
New holding
|