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 1,446 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 $31.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,680
shares
|
$983,414
0.02% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
10,672
shares
|
$982,677
0.07% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,628
shares
|
$978,626
0.13% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,602
shares
|
$976,232
0.02% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,565
shares
|
$972,825
0.44% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
10,473
shares
|
$964,353
0.1% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
10,435
shares
|
$960,854
2.1% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,421
shares
|
$959,565
0.3% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
10,352
shares
|
$953,212
0.44% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
10,342
shares
|
$952,291
0.19% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,338
shares
|
$951,923
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
10,303
shares
|
$948,700
0.05% of portfolio
|
Q2 2024
Added 66.93%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,273
shares
|
$945,937
0.32% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,272
shares
|
$945,845
0.14% of portfolio
|
Q1 2023
Reduced 4.54%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
10,231
shares
|
$942,070
0.08% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
10,211
shares
|
$940,228
0.17% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,159
shares
|
$935,440
0.1% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10,146
shares
|
$934,243
0.52% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,035
shares
|
$924,022
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
9,997
shares
|
$920,523
0.64% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
9,993
shares
|
$920,155
0.13% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
9,961
shares
|
$917,208
0.03% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
9,940
shares
|
$915,275
0.46% of portfolio
|
Q2 2024
Added 14.64%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
9,862
shares
|
$908,092
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,853
shares
|
$907,264
0.01% of portfolio
|
Q3 2024
Added 124.29%
|