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 1,539 institutions that hold shares in the stock, with a total of 369 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
59,409
shares
|
$5.03 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
59,120
shares
|
$5 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
59,120
shares
|
$5 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
59,044
shares
|
$5 Million
0.04% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
58,062
shares
|
$4.91 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
57,964
shares
|
$4.91 Million
0.22% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
57,682
shares
|
$4.88 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
56,882
shares
|
$4.81 Million
0.1% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
56,676
shares
|
$4.8 Million
0.81% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
56,440
shares
|
$4.78 Million
0.02% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
56,333
shares
|
$4.77 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
56,129
shares
|
$4.75 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
55,898
shares
|
$4.73 Million
0.67% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
55,412
shares
|
$4.69 Million
0.28% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
55,005
shares
|
$4.66 Million
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
54,821
shares
|
$4.64 Million
0.05% of portfolio
|
Q4 2024
Added 342.35%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,779
shares
|
$4.64 Million
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
54,700
shares
|
$4.63 Million
3.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
54,406
shares
|
$4.6 Million
0.53% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
53,857
shares
|
$4.56 Million
0.09% of portfolio
|
Q4 2024
Added 46.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,586
shares
|
$4.53 Million
0.16% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
53,270
shares
|
$4.51 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
52,828
shares
|
$4.47 Million
1.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
52,647
shares
|
$4.46 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
52,599
shares
|
$4.45 Million
0.26% of portfolio
|
Q4 2024
Added 200.21%
|