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 $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
199
shares
|
$18,970
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
191
shares
|
$18,208
0.0% of portfolio
|
Q2 2024
Added 354.76%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
190
shares
|
$18,112
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
190
shares
|
$18,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
185
shares
|
$17,636
0.01% of portfolio
|
Q3 2024
Added 71.3%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
184
shares
|
$17,540
0.01% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
182
shares
|
$17,350
0.0% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
180
shares
|
$17,159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
166
shares
|
$15,824
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
160
shares
|
$15,252
0.01% of portfolio
|
Q1 2023
Reduced 37.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
159
shares
|
$15,157
0.0% of portfolio
|
Q2 2024
Reduced 55.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$14,394
0.0% of portfolio
|
Q2 2022
Added 11.03%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
145
shares
|
$13,822
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
144
shares
|
$13,727
0.01% of portfolio
|
Q1 2023
Reduced 86.27%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
128
shares
|
$12,202
0.0% of portfolio
|
Q3 2023
Reduced 54.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
103
shares
|
$9,818
0.0% of portfolio
|
Q1 2024
Added 31.07%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
101
shares
|
$9,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$9,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
88
shares
|
$8,389
0.04% of portfolio
|
Q3 2024
Reduced 45.68%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
88
shares
|
$8,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
87
shares
|
$8,293
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
82
shares
|
$7,817
0.0% of portfolio
|
Q2 2024
Reduced 47.44%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
78
shares
|
$7,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
76
shares
|
$7,245
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
75
shares
|
$7,149
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|