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 1,459 institutions that hold shares in the stock, with a total of 342 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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
18,315
shares
|
$1.69 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
18,222
shares
|
$1.68 Million
0.91% of portfolio
|
Q2 2023
Added 2.43%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
18,172
shares
|
$1.67 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,163
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2022
Reduced 35.46%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
18,066
shares
|
$1.66 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
18,039
shares
|
$1.66 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
18,008
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,997
shares
|
$1.66 Million
0.7% of portfolio
|
Q1 2023
Added 1.7%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
17,993
shares
|
$1.66 Million
0.36% of portfolio
|
Q1 2021
Reduced 10.0%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
17,898
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
17,870
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
17,868
shares
|
$1.65 Million
0.52% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
17,823
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
17,808
shares
|
$1.64 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
17,796
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
17,780
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
17,708
shares
|
$1.63 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
17,697
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,669
shares
|
$1.63 Million
0.13% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
17,521
shares
|
$1.61 Million
0.08% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
17,459
shares
|
$1.61 Million
0.14% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
17,455
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,435
shares
|
$1.61 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,205
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
17,200
shares
|
$1.58 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.02%
|