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 |
|---|---|---|---|---|---|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
3,960
shares
|
$377,506
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
3,936
shares
|
$375,218
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
3,911
shares
|
$372,835
0.09% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
3,900
shares
|
$371,787
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
3,888
shares
|
$370,643
0.06% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
3,862
shares
|
$368,164
0.27% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
3,853
shares
|
$367,306
0.18% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,835
shares
|
$365,590
0.12% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,832
shares
|
$365,304
0.03% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
3,824
shares
|
$364,541
0.08% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,823
shares
|
$364,446
0.0% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
3,822
shares
|
$364,351
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,821
shares
|
$364,255
0.05% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,814
shares
|
$363,588
0.24% of portfolio
|
Q2 2023
Reduced 13.73%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
3,812
shares
|
$363,397
0.16% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
3,800
shares
|
$362,254
0.22% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
3,784
shares
|
$360,728
0.05% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
3,749
shares
|
$357,392
0.03% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,749
shares
|
$357,392
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
3,722
shares
|
$354,818
0.07% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
3,700
shares
|
$352,721
0.14% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
3,681
shares
|
$350,909
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,680
shares
|
$350,814
0.08% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,673
shares
|
$350,147
0.16% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
3,659
shares
|
$348,812
0.12% of portfolio
|
Q3 2024
Added 2.52%
|