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 |
|---|---|---|---|---|---|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
4,564
shares
|
$422,763
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
4,557
shares
|
$422,114
0.12% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,553
shares
|
$421,744
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,552
shares
|
$421,651
0.2% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
4,538
shares
|
$420,354
0.05% of portfolio
|
Q4 2023
Added 6.2%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
4,520
shares
|
$418,687
0.06% of portfolio
|
Q1 2024
Added 56.67%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,513
shares
|
$418,039
0.03% of portfolio
|
Q3 2024
Reduced 52.43%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,485
shares
|
$415,445
0.01% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
4,466
shares
|
$413,685
0.16% of portfolio
|
Q4 2023
Added 61.05%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,453
shares
|
$412,481
0.03% of portfolio
|
Q3 2024
Reduced 51.39%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,436
shares
|
$410,906
0.02% of portfolio
|
Q2 2023
Reduced 13.24%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
4,428
shares
|
$410,165
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
4,423
shares
|
$409,702
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,416
shares
|
$409,054
0.01% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,416
shares
|
$409,054
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,409
shares
|
$408,405
0.02% of portfolio
|
Q4 2021
Added 29.33%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
4,408
shares
|
$408,313
0.19% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,393
shares
|
$406,923
0.19% of portfolio
|
Q2 2023
Reduced 35.33%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
4,391
shares
|
$406,738
0.02% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,369
shares
|
$404,700
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
4,368
shares
|
$404,607
0.04% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
4,364
shares
|
$404,237
0.04% of portfolio
|
Q1 2024
Reduced 7.54%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,349
shares
|
$402,847
0.09% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
4,345
shares
|
$402,477
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
4,334
shares
|
$401,458
0.12% of portfolio
|
Q4 2024
Added 44.47%
|