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 |
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
118,375
shares
|
$9.96 Million
0.01% of portfolio
|
Q1 2025
Added 74.91%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
118,275
shares
|
$9.95 Million
5.37% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
116,374
shares
|
$9.79 Million
1.64% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
115,611
shares
|
$9.73 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
115,407
shares
|
$9.71 Million
7.64% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
114,870
shares
|
$9.67 Million
0.22% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
113,546
shares
|
$9.55 Million
4.47% of portfolio
|
Q2 2023
Reduced 4.51%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
112,459
shares
|
$9.46 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
112,296
shares
|
$9.45 Million
0.75% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
106,590
shares
|
$8.97 Million
6.37% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
106,248
shares
|
$8.94 Million
7.03% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
105,971
shares
|
$8.92 Million
0.3% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
105,809
shares
|
$8.9 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
105,436
shares
|
$8.87 Million
0.24% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
102,492
shares
|
$8.62 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
100,494
shares
|
$8.46 Million
10.45% of portfolio
|
Q1 2025
Reduced 31.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,797
shares
|
$8.4 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
99,594
shares
|
$8.38 Million
0.95% of portfolio
|
Q1 2025
Added 31.72%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
99,341
shares
|
$8.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
98,442
shares
|
$8.28 Million
1.11% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
98,033
shares
|
$8.25 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
96,534
shares
|
$8.12 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
96,429
shares
|
$8.11 Million
0.76% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
94,444
shares
|
$7.95 Million
0.99% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
93,443
shares
|
$7.86 Million
1.01% of portfolio
|
Q1 2025
Added 1.0%
|