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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,957
shares
|
$731,884
0.12% of portfolio
|
Q3 2024
Added 98.93%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
7,932
shares
|
$729,585
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
7,926
shares
|
$729,033
0.14% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,926
shares
|
$729,033
0.04% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,922
shares
|
$728,665
0.05% of portfolio
|
Q3 2024
Added 29.91%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
7,902
shares
|
$726,825
0.05% of portfolio
|
Q1 2022
Reduced 1.54%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
7,901
shares
|
$726,733
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
7,892
shares
|
$725,906
0.44% of portfolio
|
Q4 2024
Added 72.92%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
7,870
shares
|
$723,882
0.23% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,859
shares
|
$722,870
0.02% of portfolio
|
Q4 2024
Added 216.0%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
7,856
shares
|
$722,594
0.28% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
7,804
shares
|
$717,811
0.06% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
7,791
shares
|
$716,616
0.23% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
7,780
shares
|
$715,604
0.18% of portfolio
|
Q3 2019
Reduced 6.85%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
7,732
shares
|
$711,189
0.02% of portfolio
|
Q3 2024
Added 47.16%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
7,688
shares
|
$707,142
0.35% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
7,683
shares
|
$706,682
0.21% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
7,662
shares
|
$704,750
0.07% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
7,612
shares
|
$700,151
0.12% of portfolio
|
Q4 2024
Added 19.63%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,603
shares
|
$699,323
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
7,498
shares
|
$689,666
0.07% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,481
shares
|
$688,102
0.1% of portfolio
|
Q3 2023
Reduced 10.26%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
7,474
shares
|
$687,458
0.22% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
7,428
shares
|
$683,227
0.11% of portfolio
|
Q4 2024
Reduced 43.78%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
7,401
shares
|
$680,743
0.13% of portfolio
|
Q4 2024
New holding
|