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 1,411 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 $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,160
shares
|
$276,942
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
3,157
shares
|
$276,679
0.19% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
3,150
shares
|
$276,066
0.1% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,146
shares
|
$275,715
0.03% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,143
shares
|
$275,452
0.02% of portfolio
|
Q1 2024
Added 19.32%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,138
shares
|
$275,014
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
3,130
shares
|
$274,313
0.03% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,117
shares
|
$273,173
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,095
shares
|
$271,245
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$271,070
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,086
shares
|
$270,457
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
3,084
shares
|
$270,281
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,075
shares
|
$269,493
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
3,075
shares
|
$269,493
0.05% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
3,064
shares
|
$268,528
0.19% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,063
shares
|
$268,441
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
3,049
shares
|
$267,214
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,045
shares
|
$266,863
0.02% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,040
shares
|
$266,425
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,030
shares
|
$265,549
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
3,028
shares
|
$265,373
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,025
shares
|
$265,111
0.2% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,024
shares
|
$265,023
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
3,020
shares
|
$264,672
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,006
shares
|
$263,445
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|