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 |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
25,476
shares
|
$2.36 Million
0.2% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
25,449
shares
|
$2.36 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
25,371
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
24,986
shares
|
$2.31 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
24,707
shares
|
$2.29 Million
0.42% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
24,681
shares
|
$2.29 Million
0.19% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
24,607
shares
|
$2.28 Million
0.5% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
24,261
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
24,042
shares
|
$2.23 Million
1.09% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
24,003
shares
|
$2.22 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
23,664
shares
|
$2.19 Million
0.41% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
23,573
shares
|
$2.18 Million
0.1% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,565
shares
|
$2.18 Million
0.19% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
23,564
shares
|
$2.18 Million
0.06% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
23,482
shares
|
$2.18 Million
1.1% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
23,252
shares
|
$2.15 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
23,209
shares
|
$2.15 Million
0.44% of portfolio
|
Q4 2023
Reduced 15.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
23,104
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
23,063
shares
|
$2.14 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
22,997
shares
|
$2.13 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
22,835
shares
|
$2.12 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
22,776
shares
|
$2.11 Million
0.18% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
22,771
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,771
shares
|
$2.11 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
22,740
shares
|
$2.11 Million
0.4% of portfolio
|
Q3 2023
Reduced 0.36%
|