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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
11,903
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
11,855
shares
|
$1.1 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
11,756
shares
|
$1.09 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
11,741
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
11,650
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2023
Added 9.39%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
11,522
shares
|
$1.07 Million
0.85% of portfolio
|
Q4 2021
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,513
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,501
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.48%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,492
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
11,351
shares
|
$1.05 Million
0.11% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
11,329
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
11,325
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
11,231
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,075
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
11,064
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
11,052
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
11,027
shares
|
$1.02 Million
0.32% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
11,000
shares
|
$1.02 Million
0.52% of portfolio
|
Q3 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,989
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
10,950
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
10,949
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10,915
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 8.4%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
10,905
shares
|
$1.01 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
10,876
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
10,875
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 0.6%
|