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 1,459 institutions that hold shares in the stock, with a total of 342 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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,740
shares
|
$436,411
0.0% of portfolio
|
Q2 2020
Reduced 61.88%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,738
shares
|
$436,227
0.07% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
4,718
shares
|
$434,386
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,716
shares
|
$434,202
0.08% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
4,712
shares
|
$433,833
0.21% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,711
shares
|
$433,741
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,615
shares
|
$424,903
0.08% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
4,600
shares
|
$423,521
0.14% of portfolio
|
Q4 2024
Added 18300.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,584
shares
|
$422,048
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,569
shares
|
$420,667
0.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
4,557
shares
|
$419,562
0.12% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,553
shares
|
$419,194
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,552
shares
|
$419,102
0.2% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
4,538
shares
|
$417,813
0.05% of portfolio
|
Q4 2023
Added 6.2%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
4,520
shares
|
$416,156
0.06% of portfolio
|
Q1 2024
Added 56.67%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,513
shares
|
$415,511
0.03% of portfolio
|
Q3 2024
Reduced 52.43%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,485
shares
|
$412,933
0.01% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,453
shares
|
$409,987
0.03% of portfolio
|
Q3 2024
Reduced 51.39%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,436
shares
|
$408,422
0.02% of portfolio
|
Q2 2023
Reduced 13.24%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
4,423
shares
|
$407,225
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,416
shares
|
$406,581
0.01% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,416
shares
|
$406,581
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,409
shares
|
$405,936
0.02% of portfolio
|
Q4 2021
Added 29.33%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
4,408
shares
|
$405,844
0.19% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
4,393
shares
|
$404,463
0.19% of portfolio
|
Q2 2023
Reduced 35.33%
|