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 1,437 institutions that hold shares in the stock, with a total of 340 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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
3,842
shares
|
$355,884
0.12% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,835
shares
|
$355,236
0.02% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,835
shares
|
$355,236
0.12% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
3,824
shares
|
$354,217
0.08% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,823
shares
|
$354,124
0.0% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
3,822
shares
|
$354,031
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,821
shares
|
$353,939
0.05% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,814
shares
|
$353,290
0.24% of portfolio
|
Q2 2023
Reduced 13.73%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
3,812
shares
|
$353,105
0.16% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
3,800
shares
|
$351,994
0.22% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
3,784
shares
|
$350,511
0.05% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,749
shares
|
$347,269
0.03% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,749
shares
|
$347,269
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
3,723
shares
|
$344,861
0.1% of portfolio
|
Q4 2024
Added 31.09%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
3,722
shares
|
$344,768
0.07% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
3,700
shares
|
$342,731
0.15% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
3,681
shares
|
$340,971
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,680
shares
|
$340,878
0.08% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,673
shares
|
$340,229
0.16% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
3,659
shares
|
$338,933
0.12% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,656
shares
|
$338,655
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
3,654
shares
|
$338,470
0.08% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,633
shares
|
$336,524
0.11% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,623
shares
|
$335,598
0.14% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,616
shares
|
$334,950
0.1% of portfolio
|
Q4 2024
New holding
|