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 1,538 institutions that hold shares in the stock, with a total of 375 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
276,700
shares
|
$23.3 Million
0.03% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
271,450
shares
|
$22.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.29%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
271,420
shares
|
$22.8 Million
0.41% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
264,941
shares
|
$22.3 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
257,792
shares
|
$21.7 Million
2.1% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
252,670
shares
|
$21.3 Million
0.16% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
246,901
shares
|
$20.8 Million
0.24% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
241,827
shares
|
$20.3 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
241,795
shares
|
$20.3 Million
0.25% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
241,072
shares
|
$20.3 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
229,995
shares
|
$19.4 Million
2.15% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
229,664
shares
|
$19.3 Million
3.81% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
229,506
shares
|
$19.3 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
219,460
shares
|
$18.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
218,665
shares
|
$18.4 Million
0.18% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
214,478
shares
|
$18 Million
0.94% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
210,482
shares
|
$17.7 Million
0.26% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
207,978
shares
|
$17.5 Million
10.75% of portfolio
|
Q1 2025
Added 34.27%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
205,387
shares
|
$17.3 Million
8.03% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
204,580
shares
|
$17.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
203,505
shares
|
$17.1 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
198,410
shares
|
$16.7 Million
0.04% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
193,240
shares
|
$16.3 Million
0.1% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
191,729
shares
|
$16.1 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
191,458
shares
|
$16.1 Million
0.33% of portfolio
|
Q4 2022
Reduced 0.28%
|