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 1,437 institutions that hold shares in the stock, with a total of 340 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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,963
shares
|
$274,462
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,963
shares
|
$274,462
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,958
shares
|
$273,999
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
2,952
shares
|
$273,443
0.09% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,948
shares
|
$273,073
0.14% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,943
shares
|
$272,610
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,923
shares
|
$270,757
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,920
shares
|
$270,479
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,920
shares
|
$270,479
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
2,915
shares
|
$270,016
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,905
shares
|
$269,090
0.02% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,904
shares
|
$268,997
0.03% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,902
shares
|
$268,812
0.11% of portfolio
|
Q1 2023
Reduced 8.66%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
2,889
shares
|
$267,608
0.17% of portfolio
|
Q1 2024
Reduced 25.21%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
2,868
shares
|
$265,662
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
2,859
shares
|
$264,829
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,856
shares
|
$264,551
0.05% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
2,850
shares
|
$263,995
0.17% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
2,847
shares
|
$263,717
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
2,839
shares
|
$262,976
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,826
shares
|
$261,772
0.12% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
2,810
shares
|
$260,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,800
shares
|
$259,364
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
2,795
shares
|
$258,900
0.01% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,795
shares
|
$258,900
0.1% of portfolio
|
Q2 2024
Reduced 21.38%
|