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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
6,045
shares
|
$559,464
0.0% of portfolio
|
Q4 2024
Added 288.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,045
shares
|
$559,464
0.03% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
6,005
shares
|
$555,762
0.34% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
6,000
shares
|
$555,300
0.08% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
5,998
shares
|
$555,114
0.09% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
5,991
shares
|
$554,467
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,976
shares
|
$553,078
0.03% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
5,975
shares
|
$552,986
0.02% of portfolio
|
Q2 2024
Added 5.64%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
5,960
shares
|
$551,598
0.05% of portfolio
|
Q1 2022
Added 23.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,960
shares
|
$551,598
0.08% of portfolio
|
Q4 2024
Added 47.71%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,946
shares
|
$550,302
0.35% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,943
shares
|
$550,024
0.06% of portfolio
|
Q1 2022
Reduced 24.46%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
5,943
shares
|
$550,024
0.22% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,926
shares
|
$548,451
0.01% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,920
shares
|
$547,896
0.15% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
5,883
shares
|
$544,471
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,881
shares
|
$544,286
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
5,880
shares
|
$544,194
0.11% of portfolio
|
Q4 2024
Reduced 34.99%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
5,867
shares
|
$542,990
0.06% of portfolio
|
Q3 2024
Reduced 40.17%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
5,844
shares
|
$540,862
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,843
shares
|
$540,769
0.04% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,837
shares
|
$540,214
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
5,834
shares
|
$539,936
0.09% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
5,781
shares
|
$535,031
0.26% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,752
shares
|
$532,347
0.07% of portfolio
|
Q4 2024
New holding
|