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 1,535 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 $30.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
42,652
shares
|
$3.59 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
42,498
shares
|
$3.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
42,305
shares
|
$3.56 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
42,155
shares
|
$3.54 Million
0.05% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
41,909
shares
|
$3.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
41,707
shares
|
$3.51 Million
0.53% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
41,657
shares
|
$3.5 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
41,610
shares
|
$3.5 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
41,510
shares
|
$3.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
41,498
shares
|
$3.49 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
41,091
shares
|
$3.45 Million
1.64% of portfolio
|
Q4 2024
Added 109.48%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,013
shares
|
$3.45 Million
0.07% of portfolio
|
Q3 2022
Added 169.06%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
40,729
shares
|
$3.42 Million
0.05% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
40,256
shares
|
$3.38 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
39,550
shares
|
$3.32 Million
0.04% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
39,454
shares
|
$3.32 Million
0.13% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
39,314
shares
|
$3.3 Million
1.03% of portfolio
|
Q4 2024
Reduced 61.81%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
39,173
shares
|
$3.29 Million
0.14% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
38,933
shares
|
$3.27 Million
1.84% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Feb 25, 2025 Q4 2024 |
38,769
shares
|
$3.26 Million
1.46% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
38,719
shares
|
$3.25 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
38,656
shares
|
$3.25 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
38,593
shares
|
$3.24 Million
0.3% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
38,419
shares
|
$3.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
38,351
shares
|
$3.22 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.84%
|