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 1,567 institutions that hold shares in the stock, with a total of 380 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
16,997
shares
|
$1.62 Million
0.53% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
16,975
shares
|
$1.61 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
16,952
shares
|
$1.61 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
16,870
shares
|
$1.6 Million
0.49% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,799
shares
|
$1.6 Million
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
16,727
shares
|
$1.59 Million
0.03% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
16,633
shares
|
$1.58 Million
0.48% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
16,598
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
16,570
shares
|
$1.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,529
shares
|
$1.57 Million
0.39% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
16,432
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
16,432
shares
|
$1.56 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
16,418
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.49%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
16,214
shares
|
$1.54 Million
0.21% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
16,139
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
16,066
shares
|
$1.53 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
16,049
shares
|
$1.53 Million
0.27% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
16,042
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
15,999
shares
|
$1.52 Million
0.31% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
15,987
shares
|
$1.52 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,975
shares
|
$1.52 Million
0.69% of portfolio
|
Q4 2021
Reduced 0.16%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
15,933
shares
|
$1.51 Million
1.2% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
15,912
shares
|
$1.51 Million
0.31% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
15,912
shares
|
$1.51 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,866
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|