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 1,536 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 $32.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
259
shares
|
$23,180
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
256
shares
|
$22,912
0.0% of portfolio
|
Q1 2021
Reduced 70.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
247
shares
|
$22,106
0.02% of portfolio
|
Q2 2024
Reduced 50.99%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
243
shares
|
$21,748
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
241
shares
|
$21,569
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
236
shares
|
$21,122
0.01% of portfolio
|
Q3 2024
Reduced 44.47%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
225
shares
|
$20,137
0.01% of portfolio
|
Q4 2021
Reduced 19.06%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
224
shares
|
$20,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
222
shares
|
$19,869
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
208
shares
|
$18,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$17,900
0.0% of portfolio
|
Q4 2019
Reduced 70.06%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$17,900
0.0% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
200
shares
|
$17,900
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
199
shares
|
$17,810
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
193
shares
|
$17,273
0.01% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
191
shares
|
$17,094
0.01% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
190
shares
|
$17,005
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
190
shares
|
$17,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
182
shares
|
$16,289
0.0% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
167
shares
|
$14,946
0.0% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
166
shares
|
$14,857
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
161
shares
|
$14,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
160
shares
|
$14,320
0.0% of portfolio
|
Q1 2023
Reduced 37.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
159
shares
|
$14,230
0.0% of portfolio
|
Q2 2024
Reduced 55.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$13,514
0.0% of portfolio
|
Q2 2022
Added 11.03%
|