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 |
|---|---|---|---|---|---|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,117
shares
|
$288,727
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,095
shares
|
$286,689
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$286,504
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,086
shares
|
$285,856
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
|
$285,670
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,075
shares
|
$284,837
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
3,075
shares
|
$284,837
0.05% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
3,075
shares
|
$284,837
0.21% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,063
shares
|
$283,725
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
3,049
shares
|
$282,428
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,034
shares
|
$281,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,030
shares
|
$280,668
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
3,028
shares
|
$280,483
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,025
shares
|
$280,205
0.17% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,024
shares
|
$280,113
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
3,020
shares
|
$279,742
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,006
shares
|
$278,445
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
3,000
shares
|
$277,890
0.05% of portfolio
|
Q3 2023
Reduced 96.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,000
shares
|
$277,890
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$277,890
0.0% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
2,988
shares
|
$276,778
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,975
shares
|
$275,574
0.04% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,975
shares
|
$275,574
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,974
shares
|
$275,481
0.01% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
2,964
shares
|
$274,555
0.02% of portfolio
|
Q2 2024
Reduced 1.66%
|