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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,336
shares
|
$586,903
0.0% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
6,325
shares
|
$585,884
0.2% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
6,312
shares
|
$584,680
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
6,301
shares
|
$583,661
0.2% of portfolio
|
Q3 2023
Reduced 18.71%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
6,273
shares
|
$581,067
0.38% of portfolio
|
Q4 2024
Added 126.22%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,257
shares
|
$579,585
0.04% of portfolio
|
Q1 2024
Added 5.96%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
6,245
shares
|
$578,474
0.15% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
6,208
shares
|
$575,047
0.02% of portfolio
|
Q3 2020
Reduced 7.73%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,200
shares
|
$574,306
0.02% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
6,196
shares
|
$573,935
0.14% of portfolio
|
Q4 2023
Reduced 12.93%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
6,191
shares
|
$573,472
0.19% of portfolio
|
Q1 2024
Reduced 25.39%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
6,178
shares
|
$572,268
0.13% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
6,158
shares
|
$570,415
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
6,120
shares
|
$566,895
0.02% of portfolio
|
Q3 2022
Reduced 26.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,119
shares
|
$566,802
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
6,105
shares
|
$565,506
0.55% of portfolio
|
Q1 2024
Reduced 24.68%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,096
shares
|
$564,672
0.01% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
6,063
shares
|
$561,615
0.35% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
6,051
shares
|
$560,504
0.55% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,045
shares
|
$559,948
0.03% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
6,005
shares
|
$556,243
0.37% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
6,000
shares
|
$555,780
0.08% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
5,998
shares
|
$555,594
0.09% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
5,991
shares
|
$554,946
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,976
shares
|
$553,556
0.03% of portfolio
|
Q4 2024
Reduced 2.05%
|