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 1,446 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $31.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
14,278
shares
|
$1.31 Million
0.45% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
14,273
shares
|
$1.31 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,211
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
14,133
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 16.58%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,129
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
14,001
shares
|
$1.29 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
13,955
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
13,869
shares
|
$1.28 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
13,785
shares
|
$1.27 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,530
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,524
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 48.4%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,484
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,430
shares
|
$1.24 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
13,424
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,332
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,331
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
13,297
shares
|
$1.22 Million
0.24% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
13,173
shares
|
$1.21 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
13,158
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
13,118
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
13,042
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
13,028
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.16%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,985
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 49.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,850
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12,848
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.59%
|