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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
775
shares
|
$71,788
0.01% of portfolio
|
Q3 2024
Reduced 36.42%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
766
shares
|
$70,954
0.0% of portfolio
|
Q2 2021
Reduced 7.15%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
750
shares
|
$69,472
0.04% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
749
shares
|
$69,379
0.03% of portfolio
|
Q3 2022
Reduced 3.6%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
720
shares
|
$66,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
715
shares
|
$66,230
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
700
shares
|
$64,841
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
691
shares
|
$64,007
0.01% of portfolio
|
Q3 2024
Reduced 72.95%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
675
shares
|
$62,525
0.03% of portfolio
|
Q3 2024
Added 219.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
655
shares
|
$60,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
641
shares
|
$59,375
0.01% of portfolio
|
Q3 2024
Reduced 94.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
639
shares
|
$59,190
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
638
shares
|
$59,097
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
619
shares
|
$57,337
0.0% of portfolio
|
Q2 2024
Added 69.13%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
612
shares
|
$56,689
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
611
shares
|
$56,596
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
610
shares
|
$56,504
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
609
shares
|
$56,411
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
571
shares
|
$52,891
0.01% of portfolio
|
Q3 2024
Reduced 20.36%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
560
shares
|
$51,872
0.01% of portfolio
|
Q3 2024
Added 113.74%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
544
shares
|
$50,390
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
534
shares
|
$49,464
0.02% of portfolio
|
Q4 2024
Added 28.06%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
523
shares
|
$48,445
0.02% of portfolio
|
Q3 2024
Added 150.24%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
519
shares
|
$48,074
0.02% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
518
shares
|
$47,982
0.02% of portfolio
|
Q3 2024
Reduced 35.01%
|