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 1,535 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 $30.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
534
shares
|
$44,888
0.02% of portfolio
|
Q4 2024
Added 28.06%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
534
shares
|
$44,888
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
519
shares
|
$43,627
0.02% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
518
shares
|
$43,543
0.02% of portfolio
|
Q3 2024
Reduced 35.01%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
516
shares
|
$43,374
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
512
shares
|
$43,038
0.01% of portfolio
|
Q4 2024
Added 54.22%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
509
shares
|
$42,786
0.01% of portfolio
|
Q2 2024
Reduced 23.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
501
shares
|
$42,114
0.03% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
500
shares
|
$42,030
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
500
shares
|
$42,030
0.02% of portfolio
|
Q2 2024
Reduced 52.47%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
496
shares
|
$41,693
0.03% of portfolio
|
Q4 2018
Added 892.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
480
shares
|
$40,348
0.02% of portfolio
|
Q2 2020
Added 30.43%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
468
shares
|
$39,340
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
468
shares
|
$39,340
0.01% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
466
shares
|
$39,171
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
466
shares
|
$39,171
0.01% of portfolio
|
Q3 2023
Reduced 43.35%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
460
shares
|
$38,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
459
shares
|
$38,583
0.02% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
454
shares
|
$38,163
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
448
shares
|
$37,658
0.01% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
427
shares
|
$35,893
0.03% of portfolio
|
Q4 2024
Added 50.35%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
427
shares
|
$35,893
0.03% of portfolio
|
Q4 2024
Added 50.35%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
418
shares
|
$35,137
0.01% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
416
shares
|
$34,968
0.02% of portfolio
|
Q4 2024
Reduced 32.25%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
416
shares
|
$34,968
0.02% of portfolio
|
Q4 2023
New holding
|