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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,239
shares
|
$670,548
0.06% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,203
shares
|
$667,213
0.02% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
7,185
shares
|
$665,546
0.08% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,175
shares
|
$664,620
0.04% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
7,167
shares
|
$663,879
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
7,139
shares
|
$661,285
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,094
shares
|
$657,117
0.42% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
7,053
shares
|
$653,319
0.15% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
7,049
shares
|
$652,948
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
7,044
shares
|
$652,485
0.3% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,038
shares
|
$651,929
0.07% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,020
shares
|
$650,262
0.14% of portfolio
|
Q4 2023
Added 4.15%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
7,001
shares
|
$648,502
0.06% of portfolio
|
Q4 2023
Reduced 50.01%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
6,972
shares
|
$645,816
0.27% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,940
shares
|
$642,852
0.3% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
6,936
shares
|
$642,481
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
6,933
shares
|
$642,203
0.59% of portfolio
|
Q4 2023
Added 5.99%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
6,928
shares
|
$641,740
0.16% of portfolio
|
Q2 2024
Added 26.38%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
6,925
shares
|
$641,462
0.06% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,907
shares
|
$639,795
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
6,869
shares
|
$636,275
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
6,857
shares
|
$635,163
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
6,854
shares
|
$634,886
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,834
shares
|
$633,033
0.31% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
6,812
shares
|
$630,995
0.03% of portfolio
|
Q3 2024
Added 0.12%
|