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 382 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
26,975
shares
|
$2.42 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
26,956
shares
|
$2.41 Million
0.79% of portfolio
|
Q4 2020
Added 666.67%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
26,897
shares
|
$2.41 Million
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,877
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2022
Added 3.49%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
26,848
shares
|
$2.4 Million
0.42% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
26,692
shares
|
$2.39 Million
0.08% of portfolio
|
Q1 2025
Added 18.48%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
26,596
shares
|
$2.38 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
26,380
shares
|
$2.36 Million
0.22% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
26,305
shares
|
$2.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
26,080
shares
|
$2.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
26,023
shares
|
$2.33 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.44%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
25,628
shares
|
$2.29 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
25,600
shares
|
$2.29 Million
0.29% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
25,577
shares
|
$2.29 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
25,476
shares
|
$2.28 Million
0.19% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
25,425
shares
|
$2.28 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
25,298
shares
|
$2.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
25,244
shares
|
$2.26 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
25,176
shares
|
$2.25 Million
0.46% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,080
shares
|
$2.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
24,986
shares
|
$2.24 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
24,531
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
24,458
shares
|
$2.19 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
23,951
shares
|
$2.14 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
23,735
shares
|
$2.12 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.12%
|