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 1,540 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
822,824
shares
|
$69.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
785,146
shares
|
$66.4 Million
1.08% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
759,391
shares
|
$64.3 Million
4.17% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
748,362
shares
|
$63.3 Million
6.18% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
736,150
shares
|
$62.3 Million
0.14% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
735,272
shares
|
$62.2 Million
0.18% of portfolio
|
Q4 2024
Added 33.21%
|
|
|
Millburn Ridgefield Corp
|
Feb 04, 2025 Q4 2024 |
725,573
shares
|
$61.4 Million
1.6% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
725,573
shares
|
$61.4 Million
1.38% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
703,010
shares
|
$59.5 Million
1.0% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Jan 17, 2025 Q4 2024 |
702,067
shares
|
$59.4 Million
38.17% of portfolio
|
Q1 2023
Added 55.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
695,927
shares
|
$58.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
653,290
shares
|
$55.3 Million
1.55% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
648,382
shares
|
$54.9 Million
3.7% of portfolio
|
Q4 2023
Added 3.25%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
626,515
shares
|
$53 Million
10.62% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
620,112
shares
|
$52.5 Million
1.3% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
607,125
shares
|
$51.4 Million
0.05% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
571,018
shares
|
$48.3 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
565,027
shares
|
$47.8 Million
0.11% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
549,734
shares
|
$46.5 Million
1.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
544,732
shares
|
$46.1 Million
0.26% of portfolio
|
Q4 2024
Reduced 97.07%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
540,127
shares
|
$45.7 Million
0.35% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
525,993
shares
|
$44.5 Million
0.06% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
523,747
shares
|
$44.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
506,678
shares
|
$42.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
497,899
shares
|
$42.1 Million
1.7% of portfolio
|
Q4 2024
Added 6.11%
|