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 |
|---|---|---|---|---|---|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
48,780
shares
|
$4.52 Million
0.84% of portfolio
|
Q2 2021
Reduced 1.69%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
47,575
shares
|
$4.41 Million
2.23% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
46,434
shares
|
$4.3 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
46,215
shares
|
$4.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
45,947
shares
|
$4.26 Million
0.07% of portfolio
|
Q4 2024
Added 49.65%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
45,559
shares
|
$4.22 Million
0.92% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
45,379
shares
|
$4.2 Million
0.37% of portfolio
|
Q4 2024
Reduced 12.76%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
45,237
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,567
shares
|
$4.13 Million
0.2% of portfolio
|
Q3 2024
Added 64.53%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
43,521
shares
|
$4.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
43,399
shares
|
$4.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
43,387
shares
|
$4.02 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,275
shares
|
$4.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
43,023
shares
|
$3.99 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
42,971
shares
|
$3.98 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
42,945
shares
|
$3.98 Million
1.22% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
42,796
shares
|
$3.96 Million
1.07% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
42,793
shares
|
$3.96 Million
1.29% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
42,432
shares
|
$3.93 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
42,232
shares
|
$3.91 Million
0.12% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
41,944
shares
|
$3.89 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
41,898
shares
|
$3.88 Million
0.97% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
41,166
shares
|
$3.81 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
41,091
shares
|
$3.81 Million
1.64% of portfolio
|
Q4 2024
Added 109.48%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,013
shares
|
$3.8 Million
0.07% of portfolio
|
Q3 2022
Added 169.06%
|