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 1,439 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 $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,604
shares
|
$519,098
0.1% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
5,591
shares
|
$517,894
0.03% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,589
shares
|
$517,709
0.04% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
5,566
shares
|
$515,578
0.29% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,540
shares
|
$513,170
0.02% of portfolio
|
Q3 2022
Reduced 1.07%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
5,535
shares
|
$512,707
0.18% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,535
shares
|
$512,707
0.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,492
shares
|
$508,723
0.24% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
5,475
shares
|
$507,149
0.43% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,468
shares
|
$506,500
0.38% of portfolio
|
Q3 2023
Reduced 1.8%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
5,465
shares
|
$506,222
0.09% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,465
shares
|
$506,222
0.01% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,458
shares
|
$505,574
0.34% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
5,455
shares
|
$505,296
0.15% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,454
shares
|
$505,204
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
5,449
shares
|
$504,740
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
5,399
shares
|
$500,109
0.0% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,396
shares
|
$499,831
0.05% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,378
shares
|
$498,164
0.01% of portfolio
|
Q3 2024
Reduced 49.71%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
5,344
shares
|
$495,014
0.09% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
5,337
shares
|
$494,366
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,320
shares
|
$492,791
0.79% of portfolio
|
Q1 2023
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
5,301
shares
|
$491,031
0.03% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$490,939
0.04% of portfolio
|
Q1 2024
Reduced 64.13%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
5,297
shares
|
$490,661
0.03% of portfolio
|
Q3 2024
Added 0.17%
|