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 $31.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
17,846
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.98%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
17,845
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
17,823
shares
|
$1.51 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
17,796
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
17,708
shares
|
$1.5 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
17,697
shares
|
$1.5 Million
0.11% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,669
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
17,658
shares
|
$1.5 Million
0.19% of portfolio
|
Q4 2024
Added 32.46%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
17,556
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
17,459
shares
|
$1.48 Million
0.14% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,435
shares
|
$1.48 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
17,405
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,205
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
17,200
shares
|
$1.46 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
17,183
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
16,952
shares
|
$1.44 Million
0.67% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
16,923
shares
|
$1.44 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,799
shares
|
$1.43 Million
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
16,734
shares
|
$1.42 Million
0.83% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
16,662
shares
|
$1.41 Million
0.18% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,581
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.5%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,529
shares
|
$1.4 Million
0.39% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
16,504
shares
|
$1.4 Million
0.5% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
16,467
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
16,432
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.53%
|