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 1,439 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 |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
15,414
shares
|
$1.43 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
15,399
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,364
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
15,318
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
15,278
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,262
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 106.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
15,262
shares
|
$1.41 Million
0.33% of portfolio
|
Q4 2019
Added 14.92%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
15,248
shares
|
$1.41 Million
0.24% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,196
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
15,168
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.27%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
15,152
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
15,148
shares
|
$1.4 Million
0.17% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,063
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
15,057
shares
|
$1.39 Million
0.55% of portfolio
|
Q4 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,988
shares
|
$1.39 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
14,962
shares
|
$1.39 Million
0.21% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
14,861
shares
|
$1.38 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.07%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
14,835
shares
|
$1.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,832
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
14,656
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
14,563
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,492
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 152.17%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
14,384
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 76.95%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
14,367
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
14,367
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.22%
|