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 1,537 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $31.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$6.7 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
78,248
shares
|
$6.69 Million
0.53% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
78,101
shares
|
$6.68 Million
0.17% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
77,927
shares
|
$6.67 Million
0.08% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
77,578
shares
|
$6.64 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
77,524
shares
|
$6.63 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
77,379
shares
|
$6.62 Million
0.1% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
77,033
shares
|
$6.59 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
76,617
shares
|
$6.55 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
76,181
shares
|
$6.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
75,647
shares
|
$6.47 Million
0.12% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
75,609
shares
|
$6.47 Million
0.75% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
75,368
shares
|
$6.45 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
75,016
shares
|
$6.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
74,952
shares
|
$6.41 Million
2.53% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
74,583
shares
|
$6.38 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
73,356
shares
|
$6.27 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
72,905
shares
|
$6.24 Million
0.96% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Iridian Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
72,500
shares
|
$6.2 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
71,904
shares
|
$6.15 Million
2.63% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
71,692
shares
|
$6.13 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
71,322
shares
|
$6.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
70,325
shares
|
$6.02 Million
3.37% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
69,900
shares
|
$5.98 Million
0.01% of portfolio
|
Q4 2024
Added 635.79%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
69,872
shares
|
$5.98 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.39%
|