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 |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
8,680
shares
|
$803,334
0.01% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
8,638
shares
|
$799,446
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
8,633
shares
|
$798,984
0.14% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,598
shares
|
$795,744
0.26% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,572
shares
|
$793,338
0.06% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
8,564
shares
|
$792,598
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
8,533
shares
|
$789,729
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,499
shares
|
$786,582
0.04% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
8,449
shares
|
$781,954
0.19% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
8,433
shares
|
$780,474
0.43% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,421
shares
|
$779,363
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
8,397
shares
|
$777,142
0.13% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,396
shares
|
$777,049
0.02% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,388
shares
|
$776,309
0.9% of portfolio
|
Q4 2022
Reduced 7.18%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
8,360
shares
|
$773,718
0.18% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
8,358
shares
|
$773,532
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
8,344
shares
|
$772,237
0.05% of portfolio
|
Q2 2022
Added 6.97%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
8,344
shares
|
$772,237
0.03% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
8,340
shares
|
$771,867
0.09% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
8,332
shares
|
$771,126
0.32% of portfolio
|
Q3 2024
Added 26.17%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
8,321
shares
|
$770,108
0.05% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,149
shares
|
$754,189
0.06% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,055
shares
|
$745,490
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,034
shares
|
$743,546
0.04% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
8,024
shares
|
$742,621
0.31% of portfolio
|
Q3 2024
Added 9.38%
|