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 $31.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
24,681
shares
|
$2.11 Million
0.19% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
24,532
shares
|
$2.1 Million
0.17% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
24,531
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
24,252
shares
|
$2.07 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
24,010
shares
|
$2.05 Million
0.28% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
24,003
shares
|
$2.05 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,628
shares
|
$2.02 Million
0.19% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
23,564
shares
|
$2.02 Million
0.06% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
23,521
shares
|
$2.01 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,516
shares
|
$2.01 Million
0.09% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
23,482
shares
|
$2.01 Million
1.1% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
23,212
shares
|
$1.99 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
23,209
shares
|
$1.99 Million
0.44% of portfolio
|
Q4 2023
Reduced 15.23%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
23,063
shares
|
$1.97 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
|
$1.97 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
22,771
shares
|
$1.95 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
22,740
shares
|
$1.95 Million
0.4% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
22,622
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
22,581
shares
|
$1.93 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
22,529
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.62%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
22,483
shares
|
$1.92 Million
1.18% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
22,276
shares
|
$1.91 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
22,177
shares
|
$1.9 Million
0.54% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
22,176
shares
|
$1.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
22,124
shares
|
$1.89 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.57%
|