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 |
|---|---|---|---|---|---|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
22,022
shares
|
$1.88 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
21,979
shares
|
$1.88 Million
0.24% of portfolio
|
Q2 2024
Added 363.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
21,885
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
21,649
shares
|
$1.85 Million
0.39% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
21,596
shares
|
$1.85 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
21,306
shares
|
$1.82 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
21,169
shares
|
$1.81 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
21,108
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
21,030
shares
|
$1.8 Million
0.17% of portfolio
|
Q4 2024
Added 44.41%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
20,965
shares
|
$1.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
20,883
shares
|
$1.79 Million
0.09% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
20,770
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
20,630
shares
|
$1.76 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
20,532
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
20,450
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
20,441
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2024
Added 86.01%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
20,422
shares
|
$1.75 Million
0.69% of portfolio
|
Q4 2024
Reduced 45.31%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
20,303
shares
|
$1.74 Million
0.29% of portfolio
|
Q4 2024
Added 511.72%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
20,176
shares
|
$1.73 Million
0.9% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20,002
shares
|
$1.71 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
19,993
shares
|
$1.71 Million
0.61% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
19,810
shares
|
$1.69 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
19,803
shares
|
$1.69 Million
0.06% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
19,767
shares
|
$1.69 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
19,607
shares
|
$1.68 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.08%
|