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 1,411 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 $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,044
shares
|
$91,496
0.01% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,040
shares
|
$91,145
0.02% of portfolio
|
Q4 2020
Added 36.48%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
999
shares
|
$87,552
0.01% of portfolio
|
Q3 2022
Reduced 6.64%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
928
shares
|
$81,329
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
885
shares
|
$77,561
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
874
shares
|
$76,597
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
839
shares
|
$73,529
0.0% of portfolio
|
Q4 2023
Reduced 27.92%
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
800
shares
|
$70,112
0.03% of portfolio
|
Q1 2024
Added 68.42%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
775
shares
|
$67,921
0.01% of portfolio
|
Q3 2024
Reduced 36.42%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
766
shares
|
$67,132
0.0% of portfolio
|
Q2 2021
Reduced 7.15%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
750
shares
|
$65,730
0.04% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
749
shares
|
$65,642
0.03% of portfolio
|
Q3 2022
Reduced 3.6%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
720
shares
|
$63,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
715
shares
|
$62,662
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
700
shares
|
$61,348
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
691
shares
|
$60,559
0.01% of portfolio
|
Q3 2024
Reduced 72.95%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
675
shares
|
$59,157
0.03% of portfolio
|
Q3 2024
Added 219.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
655
shares
|
$57,404
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
641
shares
|
$56,177
0.01% of portfolio
|
Q3 2024
Reduced 94.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
639
shares
|
$56,001
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
638
shares
|
$55,914
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
619
shares
|
$54,249
0.0% of portfolio
|
Q2 2024
Added 69.13%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
614
shares
|
$53,810
0.04% of portfolio
|
Q3 2024
Added 55.05%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
612
shares
|
$53,635
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
611
shares
|
$53,548
0.01% of portfolio
|
Q3 2024
New holding
|