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 1,437 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 |
|---|---|---|---|---|---|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
4,314
shares
|
$399,605
0.25% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
4,291
shares
|
$397,475
0.13% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
4,273
shares
|
$395,807
0.23% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,273
shares
|
$395,807
0.03% of portfolio
|
Q4 2024
Added 40.33%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
4,268
shares
|
$395,344
0.15% of portfolio
|
Q4 2024
Reduced 51.11%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$395,066
0.02% of portfolio
|
Q2 2021
Added 0.59%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
4,230
shares
|
$391,824
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
4,229
shares
|
$391,732
0.3% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
4,221
shares
|
$390,991
0.03% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,219
shares
|
$390,805
0.01% of portfolio
|
Q4 2023
Added 6.73%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$389,046
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,199
shares
|
$388,953
0.18% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
4,191
shares
|
$388,212
0.15% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,189
shares
|
$388,027
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
4,187
shares
|
$387,841
0.01% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
4,165
shares
|
$385,803
0.04% of portfolio
|
Q1 2023
Added 3.92%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,161
shares
|
$385,433
0.05% of portfolio
|
Q1 2023
Added 26.82%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,156
shares
|
$384,970
0.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
4,150
shares
|
$384,414
0.08% of portfolio
|
Q2 2023
Reduced 3.01%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
4,144
shares
|
$383,858
0.08% of portfolio
|
Q1 2024
Reduced 15.99%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
4,144
shares
|
$383,858
0.04% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
4,120
shares
|
$381,635
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,116
shares
|
$381,265
0.1% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,076
shares
|
$377,559
0.07% of portfolio
|
Q3 2024
Added 32.38%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
4,073
shares
|
$377,281
0.04% of portfolio
|
Q4 2023
Reduced 11.48%
|