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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
16,923
shares
|
$1.56 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
16,897
shares
|
$1.55 Million
0.76% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,799
shares
|
$1.55 Million
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
16,734
shares
|
$1.54 Million
0.83% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
16,687
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,529
shares
|
$1.52 Million
0.39% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
16,467
shares
|
$1.51 Million
0.29% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
16,265
shares
|
$1.5 Million
0.5% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
16,265
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
16,138
shares
|
$1.48 Million
0.51% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
16,077
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
16,076
shares
|
$1.48 Million
0.22% of portfolio
|
Q4 2022
Added 193.57%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
16,028
shares
|
$1.47 Million
0.72% of portfolio
|
Q4 2024
Reduced 23.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,022
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,975
shares
|
$1.47 Million
0.69% of portfolio
|
Q4 2021
Reduced 0.16%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
15,973
shares
|
$1.47 Million
0.39% of portfolio
|
Q4 2020
Added 25.6%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
15,912
shares
|
$1.46 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,882
shares
|
$1.46 Million
0.3% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,866
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
15,827
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
15,826
shares
|
$1.46 Million
0.37% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
15,809
shares
|
$1.45 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
15,798
shares
|
$1.45 Million
0.13% of portfolio
|
Q4 2024
Added 33.78%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
15,663
shares
|
$1.44 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
15,634
shares
|
$1.44 Million
0.31% of portfolio
|
Q4 2024
Added 0.1%
|