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 |
|---|---|---|---|---|---|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
2,675
shares
|
$255,007
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,673
shares
|
$254,817
0.02% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
2,666
shares
|
$254,149
0.02% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
2,666
shares
|
$254,149
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,660
shares
|
$253,577
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
2,650
shares
|
$252,624
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
2,640
shares
|
$251,671
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,635
shares
|
$251,194
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
2,624
shares
|
$250,145
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
2,599
shares
|
$247,762
0.07% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
2,598
shares
|
$247,667
0.04% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,595
shares
|
$247,381
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,595
shares
|
$247,381
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,590
shares
|
$246,904
0.13% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
2,571
shares
|
$245,093
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
2,570
shares
|
$244,998
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
2,548
shares
|
$242,900
0.05% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,545
shares
|
$242,614
0.07% of portfolio
|
Q2 2024
Reduced 55.75%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,545
shares
|
$242,614
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
2,530
shares
|
$241,184
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,500
shares
|
$238,325
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$238,325
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,492
shares
|
$237,562
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
2,491
shares
|
$237,467
0.01% of portfolio
|
Q3 2024
Reduced 79.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,486
shares
|
$236,990
0.01% of portfolio
|
Q3 2024
Added 0.04%
|