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 1,537 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 $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
30,223
shares
|
$2.6 Million
0.14% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
30,076
shares
|
$2.59 Million
0.03% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
29,930
shares
|
$2.58 Million
0.46% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
29,881
shares
|
$2.57 Million
0.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
29,850
shares
|
$2.57 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
29,841
shares
|
$2.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
29,834
shares
|
$2.57 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
29,747
shares
|
$2.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
29,669
shares
|
$2.56 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
29,181
shares
|
$2.51 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
28,999
shares
|
$2.5 Million
1.0% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
28,707
shares
|
$2.47 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
28,500
shares
|
$2.46 Million
0.55% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
28,455
shares
|
$2.45 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
28,393
shares
|
$2.45 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
28,384
shares
|
$2.45 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
28,381
shares
|
$2.45 Million
0.47% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Feb 14, 2025 Q4 2024 |
28,270
shares
|
$2.44 Million
11.65% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
28,115
shares
|
$2.42 Million
0.24% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
28,043
shares
|
$2.42 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,930
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2023
Added 4.17%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
27,902
shares
|
$2.4 Million
0.76% of portfolio
|
Q1 2023
Added 9.46%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
27,592
shares
|
$2.38 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
27,175
shares
|
$2.34 Million
1.38% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
26,975
shares
|
$2.32 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.06%
|