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 |
|---|---|---|---|---|---|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
2,703
shares
|
$231,214
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
2,702
shares
|
$231,129
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,700
shares
|
$230,958
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
2,700
shares
|
$230,958
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
2,698
shares
|
$230,786
0.05% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
2,696
shares
|
$230,615
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,684
shares
|
$229,589
0.05% of portfolio
|
Q2 2022
Reduced 94.06%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
2,676
shares
|
$228,905
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,673
shares
|
$228,648
0.02% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
2,666
shares
|
$228,049
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
2,665
shares
|
$227,964
0.19% of portfolio
|
Q4 2024
Reduced 16.69%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,664
shares
|
$227,878
0.01% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
2,660
shares
|
$227,536
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
2,643
shares
|
$226,082
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
2,640
shares
|
$225,825
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
2,612
shares
|
$223,430
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,604
shares
|
$222,746
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
2,599
shares
|
$222,318
0.06% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,595
shares
|
$221,976
0.03% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,595
shares
|
$221,976
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,595
shares
|
$221,976
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
2,572
shares
|
$220,008
0.08% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,570
shares
|
$219,837
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
2,560
shares
|
$218,982
0.02% of portfolio
|
Q4 2024
Reduced 61.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
2,558
shares
|
$218,811
0.01% of portfolio
|
Q4 2024
Reduced 18.61%
|