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 1,437 institutions that hold shares in the stock, with a total of 340 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
64,444
shares
|
$5.97 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
64,102
shares
|
$5.94 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
63,975
shares
|
$5.93 Million
0.08% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
63,721
shares
|
$5.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
63,674
shares
|
$5.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
63,484
shares
|
$5.88 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
63,255
shares
|
$5.86 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
63,229
shares
|
$5.86 Million
0.46% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
62,962
shares
|
$5.83 Million
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
62,429
shares
|
$5.78 Million
1.45% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
62,225
shares
|
$5.76 Million
0.25% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
61,657
shares
|
$5.71 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
61,567
shares
|
$5.7 Million
2.15% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
61,373
shares
|
$5.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.63%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
60,822
shares
|
$5.63 Million
0.32% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
60,482
shares
|
$5.6 Million
0.19% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
60,450
shares
|
$5.6 Million
0.51% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
60,411
shares
|
$5.6 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
59,907
shares
|
$5.55 Million
0.44% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
59,531
shares
|
$5.51 Million
0.16% of portfolio
|
Q3 2024
Added 855.86%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
59,094
shares
|
$5.47 Million
0.57% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
58,787
shares
|
$5.45 Million
2.63% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
58,193
shares
|
$5.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
58,076
shares
|
$5.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.07%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
57,682
shares
|
$5.34 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.59%
|