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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,460
shares
|
$139,181
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,431
shares
|
$136,417
0.06% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
1,425
shares
|
$135,845
0.06% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,404
shares
|
$133,843
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,374
shares
|
$130,983
0.05% of portfolio
|
Q2 2024
Reduced 32.58%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,364
shares
|
$130,030
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,326
shares
|
$126,407
0.09% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,308
shares
|
$124,691
0.01% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,292
shares
|
$123,166
0.02% of portfolio
|
Q2 2024
Added 345.52%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,260
shares
|
$120,115
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,253
shares
|
$119,448
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,239
shares
|
$118,113
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,238
shares
|
$118,018
0.09% of portfolio
|
Q3 2024
Reduced 89.12%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,227
shares
|
$116,969
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,209
shares
|
$115,253
0.0% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,168
shares
|
$111,345
0.01% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
1,114
shares
|
$106,197
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,100
shares
|
$104,863
0.13% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,095
shares
|
$104,386
0.0% of portfolio
|
Q3 2024
Reduced 23.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,085
shares
|
$103,433
0.03% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,060
shares
|
$101,049
0.02% of portfolio
|
Q2 2024
Added 173.2%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,050
shares
|
$100,096
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,044
shares
|
$99,524
0.01% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,040
shares
|
$99,143
0.02% of portfolio
|
Q4 2020
Added 36.48%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
999
shares
|
$95,234
0.01% of portfolio
|
Q3 2022
Reduced 6.64%
|