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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,946
shares
|
$550,777
0.35% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,943
shares
|
$550,500
0.06% of portfolio
|
Q1 2022
Reduced 24.46%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
5,943
shares
|
$550,500
0.22% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,926
shares
|
$548,925
0.01% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
5,924
shares
|
$548,740
0.03% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,920
shares
|
$548,369
0.15% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
5,883
shares
|
$544,942
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
5,880
shares
|
$544,664
0.11% of portfolio
|
Q4 2024
Reduced 34.99%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
5,867
shares
|
$543,460
0.06% of portfolio
|
Q3 2024
Reduced 40.17%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
5,844
shares
|
$541,329
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,843
shares
|
$541,237
0.04% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,837
shares
|
$540,681
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,751
shares
|
$532,715
0.09% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,731
shares
|
$530,862
0.04% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
5,714
shares
|
$529,287
0.05% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
5,712
shares
|
$529,102
0.27% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,709
shares
|
$528,824
0.05% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,676
shares
|
$525,767
0.03% of portfolio
|
Q3 2024
Added 100.42%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
5,664
shares
|
$524,656
0.23% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
5,637
shares
|
$522,155
0.04% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,604
shares
|
$519,098
0.1% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
5,591
shares
|
$517,894
0.03% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,589
shares
|
$517,709
0.04% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
5,566
shares
|
$515,578
0.29% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,540
shares
|
$513,170
0.02% of portfolio
|
Q3 2022
Reduced 1.07%
|