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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,272
shares
|
$488,345
0.26% of portfolio
|
Q2 2022
Reduced 71.53%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,266
shares
|
$487,789
0.28% of portfolio
|
Q1 2021
Added 167.85%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,260
shares
|
$487,233
0.11% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,249
shares
|
$486,214
0.19% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
5,246
shares
|
$485,936
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
5,202
shares
|
$481,861
0.03% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,200
shares
|
$481,676
0.36% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
5,189
shares
|
$480,657
0.04% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,182
shares
|
$480,008
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
5,180
shares
|
$479,823
0.05% of portfolio
|
Q4 2023
Reduced 2.81%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,174
shares
|
$479,267
0.01% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
5,143
shares
|
$476,396
0.02% of portfolio
|
Q1 2024
Added 81.22%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,118
shares
|
$474,080
0.08% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,100
shares
|
$472,413
0.02% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,073
shares
|
$469,911
0.13% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,046
shares
|
$467,410
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
5,036
shares
|
$466,484
0.16% of portfolio
|
Q4 2019
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,028
shares
|
$465,743
0.04% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
5,010
shares
|
$464,076
0.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
5,000
shares
|
$463,150
0.12% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$463,150
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,993
shares
|
$462,501
0.04% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,990
shares
|
$462,223
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
4,986
shares
|
$461,853
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
4,980
shares
|
$461,297
0.09% of portfolio
|
Q4 2024
New holding
|