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 |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
14,278
shares
|
$1.28 Million
0.44% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
14,270
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 165.59%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,210
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
14,195
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
14,164
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
14,115
shares
|
$1.26 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
14,006
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
14,001
shares
|
$1.25 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
13,973
shares
|
$1.25 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
13,929
shares
|
$1.25 Million
0.45% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
13,913
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
13,798
shares
|
$1.24 Million
0.86% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
13,797
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
13,777
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Added 209.39%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
13,667
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
13,484
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,474
shares
|
$1.21 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,332
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
13,310
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
13,298
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
13,232
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
13,183
shares
|
$1.18 Million
0.2% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
13,171
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Reduced 40.87%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
13,138
shares
|
$1.18 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
13,055
shares
|
$1.17 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.78%
|