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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,161
shares
|
$396,668
0.05% of portfolio
|
Q1 2023
Added 26.82%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
4,150
shares
|
$395,619
0.08% of portfolio
|
Q2 2023
Reduced 3.01%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
4,144
shares
|
$395,047
0.08% of portfolio
|
Q1 2024
Reduced 15.99%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
4,144
shares
|
$395,047
0.04% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
4,141
shares
|
$394,761
0.06% of portfolio
|
Q3 2024
Reduced 94.4%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$392,759
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,116
shares
|
$392,378
0.1% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,076
shares
|
$388,565
0.07% of portfolio
|
Q3 2024
Added 32.38%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
4,073
shares
|
$388,279
0.04% of portfolio
|
Q4 2023
Reduced 11.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,071
shares
|
$388,088
0.0% of portfolio
|
Q3 2024
Reduced 66.99%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
4,068
shares
|
$387,802
0.03% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
4,059
shares
|
$386,944
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,058
shares
|
$386,849
0.06% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,040
shares
|
$385,133
0.03% of portfolio
|
Q3 2022
Reduced 53.29%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
4,038
shares
|
$384,942
0.28% of portfolio
|
Q3 2024
Reduced 49.94%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,035
shares
|
$384,656
0.05% of portfolio
|
Q1 2024
Reduced 29.11%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,029
shares
|
$384,084
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
4,025
shares
|
$383,703
0.13% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
4,020
shares
|
$383,226
0.04% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
4,013
shares
|
$382,559
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
4,005
shares
|
$381,796
0.39% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
4,001
shares
|
$381,415
0.16% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$381,320
0.0% of portfolio
|
Q2 2022
Reduced 20.79%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
3,995
shares
|
$380,843
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
3,975
shares
|
$378,936
0.05% of portfolio
|
Q1 2024
New holding
|