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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
30,702
shares
|
$2.69 Million
0.06% of portfolio
|
Q3 2024
Added 645.92%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
30,634
shares
|
$2.68 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
30,411
shares
|
$2.67 Million
0.23% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
30,374
shares
|
$2.66 Million
1.21% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
30,184
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
29,944
shares
|
$2.62 Million
0.7% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
29,921
shares
|
$2.62 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
29,851
shares
|
$2.62 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
29,850
shares
|
$2.62 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
29,181
shares
|
$2.56 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
29,151
shares
|
$2.55 Million
0.36% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
29,040
shares
|
$2.55 Million
0.67% of portfolio
|
Q3 2024
Reduced 31.68%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
28,864
shares
|
$2.53 Million
1.05% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
28,849
shares
|
$2.53 Million
0.18% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
28,614
shares
|
$2.51 Million
0.31% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
28,500
shares
|
$2.5 Million
0.57% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
28,490
shares
|
$2.5 Million
0.09% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
28,386
shares
|
$2.49 Million
0.14% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,930
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2023
Added 4.17%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
27,902
shares
|
$2.45 Million
0.76% of portfolio
|
Q1 2023
Added 9.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
27,859
shares
|
$2.44 Million
0.24% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
27,852
shares
|
$2.44 Million
0.12% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
27,720
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2024
Added 37.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
27,677
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2024
Added 723.72%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
27,542
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2024
Added 3.7%
|