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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,166
shares
|
$848,313
0.02% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
9,158
shares
|
$847,572
0.33% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
9,147
shares
|
$846,554
0.14% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
9,135
shares
|
$845,444
0.38% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
9,128
shares
|
$844,796
0.07% of portfolio
|
Q3 2024
Added 27.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,120
shares
|
$844,056
0.01% of portfolio
|
Q2 2024
Added 114.84%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,118
shares
|
$843,870
0.35% of portfolio
|
Q1 2023
Reduced 1.89%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
9,048
shares
|
$837,392
0.05% of portfolio
|
Q4 2024
Added 20.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
9,023
shares
|
$835,078
0.07% of portfolio
|
Q4 2024
Reduced 98.12%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
9,017
shares
|
$834,523
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
8,966
shares
|
$829,803
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
8,934
shares
|
$826,841
0.07% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
8,894
shares
|
$823,139
0.11% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
8,891
shares
|
$822,862
0.09% of portfolio
|
Q2 2024
Added 344.55%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
8,863
shares
|
$820,270
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
8,855
shares
|
$819,530
0.1% of portfolio
|
Q4 2024
Added 122.77%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,853
shares
|
$819,345
0.01% of portfolio
|
Q4 2022
Added 140.24%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
8,812
shares
|
$815,550
0.12% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,799
shares
|
$814,347
0.02% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
8,750
shares
|
$809,812
0.33% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
8,725
shares
|
$807,498
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,724
shares
|
$807,406
0.06% of portfolio
|
Q2 2024
Added 366.52%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,705
shares
|
$805,647
0.09% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
8,700
shares
|
$805,185
0.23% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
8,696
shares
|
$804,814
0.0% of portfolio
|
Q3 2024
Reduced 67.36%
|