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 1,461 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $31.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
13,118
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
13,042
shares
|
$1.21 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
13,028
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.16%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,985
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 49.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,850
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12,848
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.59%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
12,840
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2020
Reduced 33.96%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,737
shares
|
$1.18 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12,618
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
12,558
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
12,511
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
12,499
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2024
Reduced 54.33%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
12,498
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
12,497
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,484
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
12,413
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,393
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
12,326
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 65.14%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
12,256
shares
|
$1.13 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,200
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.46%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,195
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,179
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,090
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
12,074
shares
|
$1.12 Million
0.72% of portfolio
|
Q2 2024
Reduced 24.64%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,040
shares
|
$1.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 14.73%
|