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 Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,366
shares
|
$320,880
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
3,361
shares
|
$320,404
0.05% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
3,357
shares
|
$320,022
0.04% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
3,335
shares
|
$317,925
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
3,330
shares
|
$317,448
0.28% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
3,329
shares
|
$317,353
0.14% of portfolio
|
Q2 2024
Added 49.95%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,319
shares
|
$316,400
0.05% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,312
shares
|
$315,732
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
3,310
shares
|
$315,542
0.03% of portfolio
|
Q2 2024
Reduced 21.6%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,300
shares
|
$314,589
0.02% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
3,299
shares
|
$314,493
0.15% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
3,289
shares
|
$313,540
0.07% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,275
shares
|
$312,205
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,263
shares
|
$311,061
0.02% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
3,259
shares
|
$310,680
0.04% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
3,250
shares
|
$309,822
0.08% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
3,249
shares
|
$309,727
0.04% of portfolio
|
Q2 2022
Reduced 22.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,239
shares
|
$308,773
0.01% of portfolio
|
Q3 2024
Reduced 58.2%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,237
shares
|
$308,583
0.04% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,216
shares
|
$306,581
0.01% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
3,212
shares
|
$306,199
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
3,199
shares
|
$304,960
0.25% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
3,194
shares
|
$304,484
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
3,190
shares
|
$304,102
0.09% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
3,180
shares
|
$303,149
0.25% of portfolio
|
Q3 2024
Reduced 3.49%
|