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 1,538 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
876,117
shares
|
$73.7 Million
5.39% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
837,097
shares
|
$70.4 Million
0.15% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
816,932
shares
|
$68.7 Million
1.17% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
778,073
shares
|
$65.5 Million
0.14% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
777,189
shares
|
$65.4 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
774,720
shares
|
$65.2 Million
1.59% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
774,720
shares
|
$65.2 Million
1.36% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
755,115
shares
|
$63.5 Million
4.2% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
748,362
shares
|
$63 Million
6.18% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
735,272
shares
|
$61.9 Million
0.18% of portfolio
|
Q4 2024
Added 33.21%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Apr 09, 2025 Q1 2025 |
702,067
shares
|
$59.1 Million
33.74% of portfolio
|
Q1 2023
Added 55.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
691,263
shares
|
$58.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
653,290
shares
|
$55 Million
1.55% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
648,382
shares
|
$54.6 Million
3.7% of portfolio
|
Q4 2023
Added 3.25%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
635,070
shares
|
$53.4 Million
1.33% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
626,515
shares
|
$52.7 Million
10.62% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
607,125
shares
|
$51.1 Million
0.05% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
571,018
shares
|
$48.1 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
565,027
shares
|
$47.5 Million
0.11% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
540,127
shares
|
$45.5 Million
0.35% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
523,747
shares
|
$44.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
503,853
shares
|
$42.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
500,709
shares
|
$42.1 Million
1.77% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
488,541
shares
|
$41.1 Million
1.52% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
484,698
shares
|
$40.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.34%
|