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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
6,928
shares
|
$641,186
0.16% of portfolio
|
Q2 2024
Added 26.38%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
6,925
shares
|
$640,908
0.06% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
6,869
shares
|
$635,725
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
6,854
shares
|
$634,337
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,834
shares
|
$632,486
0.31% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
6,812
shares
|
$630,450
0.05% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
6,804
shares
|
$629,710
0.17% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,795
shares
|
$628,877
0.25% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
6,764
shares
|
$626,008
0.03% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,763
shares
|
$625,915
0.26% of portfolio
|
Q4 2023
Added 3.32%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
6,712
shares
|
$621,195
0.23% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,698
shares
|
$619,899
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,685
shares
|
$618,696
0.05% of portfolio
|
Q4 2022
Reduced 26.01%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
6,676
shares
|
$617,863
0.39% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,656
shares
|
$616,012
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,641
shares
|
$614,624
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,607
shares
|
$611,477
0.05% of portfolio
|
Q2 2023
Reduced 26.42%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,600
shares
|
$610,830
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,591
shares
|
$609,997
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,585
shares
|
$609,441
0.03% of portfolio
|
Q4 2024
Reduced 46.14%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
6,504
shares
|
$601,945
0.05% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
6,483
shares
|
$600,001
0.15% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,479
shares
|
$599,631
0.05% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,441
shares
|
$596,114
0.03% of portfolio
|
Q1 2021
Reduced 18.47%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
6,439
shares
|
$595,929
0.04% of portfolio
|
Q2 2022
Added 32.76%
|