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 1,536 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,040
shares
|
$342,874
0.03% of portfolio
|
Q3 2022
Reduced 53.29%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
4,036
shares
|
$342,535
0.13% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,035
shares
|
$342,450
0.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
4,031
shares
|
$342,110
0.01% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,027
shares
|
$341,771
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,022
shares
|
$341,347
0.04% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
4,001
shares
|
$339,564
0.15% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$339,480
0.0% of portfolio
|
Q2 2022
Reduced 20.79%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$339,480
0.12% of portfolio
|
Q4 2024
Reduced 35.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
3,998
shares
|
$339,310
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
3,993
shares
|
$338,885
0.0% of portfolio
|
Q4 2024
Added 157.95%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,976
shares
|
$337,443
0.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,961
shares
|
$336,170
0.01% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,960
shares
|
$336,085
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
3,950
shares
|
$335,236
0.04% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
3,950
shares
|
$335,236
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
3,936
shares
|
$334,048
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,922
shares
|
$332,860
0.01% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,911
shares
|
$331,926
0.08% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
3,900
shares
|
$330,993
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,889
shares
|
$330,059
0.01% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,888
shares
|
$329,974
0.06% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,874
shares
|
$328,786
0.25% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
3,842
shares
|
$326,070
0.03% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
3,842
shares
|
$326,070
0.12% of portfolio
|
Q4 2024
Added 7.35%
|