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 |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
11,994
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Select Equity Group, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
11,749
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
11,691
shares
|
$1.05 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
11,601
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
11,580
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
11,568
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 41.37%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
11,522
shares
|
$1.03 Million
0.83% of portfolio
|
Q4 2021
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,492
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
11,481
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
11,463
shares
|
$1.03 Million
0.29% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
11,351
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
11,329
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
11,297
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 198.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,183
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.82%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
11,148
shares
|
$998,080
0.19% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
11,010
shares
|
$985,725
0.33% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
11,000
shares
|
$984,830
0.61% of portfolio
|
Q3 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
10,917
shares
|
$977,399
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10,915
shares
|
$977,219
0.09% of portfolio
|
Q3 2022
Added 8.4%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
10,899
shares
|
$975,787
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
10,872
shares
|
$973,370
0.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
10,848
shares
|
$971,221
0.02% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
10,846
shares
|
$971,042
0.3% of portfolio
|
Q1 2025
Added 154.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
10,837
shares
|
$970,236
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
10,826
shares
|
$969,251
0.05% of portfolio
|
Q1 2025
Reduced 0.46%
|