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 1,537 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $31.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,419
shares
|
$206,921
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,414
shares
|
$206,493
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,397
shares
|
$205,039
0.03% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
2,385
shares
|
$204,012
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
2,383
shares
|
$203,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
2,373
shares
|
$202,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,372
shares
|
$202,900
0.03% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,371
shares
|
$202,815
0.01% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
2,368
shares
|
$202,558
0.09% of portfolio
|
Q3 2024
Added 97.33%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,364
shares
|
$202,216
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
2,361
shares
|
$201,959
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
2,360
shares
|
$201,874
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,355
shares
|
$201,446
0.05% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,354
shares
|
$201,361
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
2,354
shares
|
$201,361
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
2,352
shares
|
$201,190
0.13% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,348
shares
|
$200,847
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
2,336
shares
|
$199,821
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,335
shares
|
$199,735
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
2,335
shares
|
$199,735
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,330
shares
|
$199,308
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
2,328
shares
|
$199,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2,325
shares
|
$198,880
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
2,323
shares
|
$198,709
0.09% of portfolio
|
Q4 2024
Reduced 24.89%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,323
shares
|
$198,709
0.1% of portfolio
|
Q3 2024
Added 117.92%
|