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 |
|---|---|---|---|---|---|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
19,820
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
19,767
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
19,725
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
19,621
shares
|
$1.76 Million
0.09% of portfolio
|
Q1 2025
Added 270.14%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,466
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
19,456
shares
|
$1.74 Million
0.18% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
19,394
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Added 36.37%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
19,326
shares
|
$1.73 Million
0.81% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,306
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
19,081
shares
|
$1.71 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
18,908
shares
|
$1.69 Million
0.1% of portfolio
|
Q1 2025
Reduced 45.16%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
18,795
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
18,761
shares
|
$1.68 Million
0.16% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
18,735
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
18,723
shares
|
$1.68 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
18,482
shares
|
$1.65 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
18,439
shares
|
$1.65 Million
0.95% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18,346
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2024
Reduced 32.98%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
18,300
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
18,294
shares
|
$1.64 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
18,222
shares
|
$1.63 Million
1.08% of portfolio
|
Q2 2023
Added 2.43%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
18,191
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
18,173
shares
|
$1.63 Million
0.34% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,163
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2022
Reduced 35.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
18,123
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.75%
|