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 $31.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,992,444
shares
|
$173 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
1,716,663
shares
|
$149 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,639,655
shares
|
$142 Million
0.25% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
1,544,150
shares
|
$134 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,454,215
shares
|
$126 Million
0.08% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,242,730
shares
|
$108 Million
0.05% of portfolio
|
Q4 2024
Added 32.98%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
1,221,306
shares
|
$106 Million
2.05% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,130,482
shares
|
$98 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,113,122
shares
|
$96.5 Million
6.8% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
1,100,618
shares
|
$95.4 Million
4.51% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,052,246
shares
|
$91.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
1,037,300
shares
|
$89.9 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,017,252
shares
|
$88.2 Million
0.08% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,013,433
shares
|
$87.9 Million
0.58% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
999,043
shares
|
$86.6 Million
0.13% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
978,700
shares
|
$84.8 Million
0.96% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
967,491
shares
|
$83.9 Million
3.1% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
931,823
shares
|
$80.8 Million
1.75% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
929,870
shares
|
$80.6 Million
8.72% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
923,463
shares
|
$80.1 Million
0.23% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
906,836
shares
|
$78.6 Million
0.37% of portfolio
|
Q4 2024
Added 561.94%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
906,460
shares
|
$78.6 Million
2.83% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
876,233
shares
|
$76 Million
5.43% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
843,837
shares
|
$73.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
822,824
shares
|
$71.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.18%
|