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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
883,878
shares
|
$79.1 Million
2.65% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
876,117
shares
|
$78.4 Million
5.39% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
837,097
shares
|
$74.9 Million
0.15% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
816,932
shares
|
$73.1 Million
1.17% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
795,667
shares
|
$71.2 Million
0.18% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
778,073
shares
|
$69.7 Million
0.14% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
777,189
shares
|
$69.6 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
774,720
shares
|
$69.4 Million
1.59% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
774,720
shares
|
$69.4 Million
1.36% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
755,115
shares
|
$67.6 Million
4.2% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
748,362
shares
|
$67 Million
6.18% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Apr 09, 2025 Q1 2025 |
702,067
shares
|
$62.9 Million
33.74% of portfolio
|
Q1 2023
Added 55.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
691,263
shares
|
$61.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
684,541
shares
|
$61.3 Million
0.05% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
653,290
shares
|
$58.5 Million
1.55% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
648,382
shares
|
$58 Million
3.7% of portfolio
|
Q4 2023
Added 3.25%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
635,070
shares
|
$56.9 Million
1.33% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
626,204
shares
|
$56.1 Million
11.87% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
565,027
shares
|
$50.6 Million
0.11% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
544,935
shares
|
$48.8 Million
0.2% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
528,070
shares
|
$47.3 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
503,853
shares
|
$45.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
500,709
shares
|
$44.8 Million
1.77% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
491,341
shares
|
$44 Million
1.09% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
488,541
shares
|
$43.7 Million
1.52% of portfolio
|
Q1 2025
Added 2.13%
|