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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
27,859
shares
|
$2.58 Million
0.24% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
27,852
shares
|
$2.58 Million
0.12% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
27,720
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2024
Added 37.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
27,677
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2024
Added 723.72%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
27,542
shares
|
$2.55 Million
0.04% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
27,346
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
26,977
shares
|
$2.5 Million
0.25% of portfolio
|
Q3 2024
Added 39.57%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
26,975
shares
|
$2.5 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
26,956
shares
|
$2.5 Million
0.81% of portfolio
|
Q4 2020
Added 666.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
26,929
shares
|
$2.49 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,877
shares
|
$2.49 Million
0.18% of portfolio
|
Q4 2022
Added 3.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
26,767
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
26,726
shares
|
$2.48 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
26,565
shares
|
$2.46 Million
0.33% of portfolio
|
Q3 2024
Reduced 75.18%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
26,520
shares
|
$2.46 Million
0.52% of portfolio
|
Q2 2020
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
26,416
shares
|
$2.45 Million
0.22% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
26,120
shares
|
$2.42 Million
1.31% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,023
shares
|
$2.41 Million
0.17% of portfolio
|
Q2 2023
Reduced 5.44%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
25,944
shares
|
$2.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
25,901
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
25,854
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
25,614
shares
|
$2.37 Million
0.15% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
25,600
shares
|
$2.37 Million
0.32% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
25,577
shares
|
$2.37 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
25,481
shares
|
$2.36 Million
0.76% of portfolio
|
Q4 2024
Added 267.27%
|