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 |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
9,993
shares
|
$924,852
0.13% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
9,961
shares
|
$921,890
0.03% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
9,940
shares
|
$919,947
0.46% of portfolio
|
Q2 2024
Added 14.64%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
9,925
shares
|
$918,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
9,862
shares
|
$912,728
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,853
shares
|
$911,895
0.01% of portfolio
|
Q3 2024
Added 124.29%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,769
shares
|
$904,120
0.94% of portfolio
|
Q4 2021
New holding
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
9,745
shares
|
$901,899
0.13% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
9,733
shares
|
$900,789
0.17% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,721
shares
|
$899,678
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
9,713
shares
|
$898,938
0.02% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,709
shares
|
$898,567
0.11% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
9,662
shares
|
$894,218
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,662
shares
|
$894,218
0.16% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
9,638
shares
|
$891,996
0.18% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
9,602
shares
|
$888,665
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,544
shares
|
$883,297
0.06% of portfolio
|
Q3 2024
Added 134.21%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
9,530
shares
|
$882,001
0.35% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
9,526
shares
|
$881,631
0.06% of portfolio
|
Q4 2024
Added 30.73%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
9,500
shares
|
$879,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
9,489
shares
|
$878,206
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
9,465
shares
|
$875,985
0.06% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
9,425
shares
|
$872,283
0.61% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,396
shares
|
$869,599
0.03% of portfolio
|
Q3 2024
Added 163.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
9,324
shares
|
$862,936
0.02% of portfolio
|
Q3 2024
Reduced 2.01%
|