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 $31.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,618
shares
|
$309,483
0.08% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,616
shares
|
$309,312
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,608
shares
|
$308,628
0.03% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3,596
shares
|
$307,601
0.12% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
3,588
shares
|
$306,917
0.08% of portfolio
|
Q1 2024
Added 16.64%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,580
shares
|
$306,233
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
3,560
shares
|
$304,522
0.17% of portfolio
|
Q3 2023
Reduced 37.38%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
3,558
shares
|
$304,351
0.05% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
3,544
shares
|
$303,153
0.15% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,532
shares
|
$302,127
0.13% of portfolio
|
Q4 2024
Reduced 26.05%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
3,516
shares
|
$300,758
0.01% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
3,511
shares
|
$300,330
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,500
shares
|
$299,390
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,498
shares
|
$299,218
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,477
shares
|
$297,422
0.11% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
3,475
shares
|
$297,251
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
3,475
shares
|
$297,251
0.25% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
3,464
shares
|
$296,310
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
3,448
shares
|
$294,941
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
3,444
shares
|
$294,599
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
3,418
shares
|
$292,375
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,406
shares
|
$291,349
0.03% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,404
shares
|
$291,178
0.1% of portfolio
|
Q2 2023
Reduced 19.79%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,400
shares
|
$290,836
0.07% of portfolio
|
Q4 2022
Reduced 7.33%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,394
shares
|
$290,322
0.04% of portfolio
|
Q4 2024
New holding
|