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 1,461 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $31.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
14,563
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,492
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 152.17%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
14,384
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 76.95%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
14,278
shares
|
$1.32 Million
0.45% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
14,273
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,211
shares
|
$1.32 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
14,133
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2024
Reduced 16.58%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,129
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
14,001
shares
|
$1.3 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
13,955
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
13,869
shares
|
$1.28 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
13,862
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
13,785
shares
|
$1.28 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
13,767
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,530
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,524
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 48.4%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,484
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,430
shares
|
$1.24 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
13,424
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,332
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,331
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
13,297
shares
|
$1.23 Million
0.24% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
13,220
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
13,173
shares
|
$1.22 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
13,158
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.73%
|