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 |
|---|---|---|---|---|---|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
22,734
shares
|
$2.11 Million
1.03% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,718
shares
|
$2.1 Million
0.03% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
22,707
shares
|
$2.1 Million
1.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
22,622
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
22,465
shares
|
$2.08 Million
0.25% of portfolio
|
Q3 2024
Added 29.24%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
22,246
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
22,233
shares
|
$2.06 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
22,225
shares
|
$2.06 Million
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
22,177
shares
|
$2.05 Million
0.54% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
22,093
shares
|
$2.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
22,084
shares
|
$2.05 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.05%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
21,979
shares
|
$2.04 Million
0.24% of portfolio
|
Q2 2024
Added 363.4%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
21,847
shares
|
$2.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
21,652
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
21,649
shares
|
$2.01 Million
0.39% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
21,306
shares
|
$1.97 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
21,131
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
20,993
shares
|
$1.94 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,788
shares
|
$1.93 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
20,770
shares
|
$1.92 Million
0.06% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
20,630
shares
|
$1.91 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,582
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.74%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
20,532
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
20,450
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
20,371
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2024
Added 1.39%
|