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 1,520 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 $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,960
shares
|
$550,108
0.08% of portfolio
|
Q4 2024
Added 47.71%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,946
shares
|
$548,815
0.35% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,943
shares
|
$548,538
0.06% of portfolio
|
Q1 2022
Reduced 24.46%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
5,943
shares
|
$548,538
0.22% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,926
shares
|
$546,969
0.01% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
5,921
shares
|
$546,508
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
5,919
shares
|
$546,323
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
5,895
shares
|
$544,108
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
5,883
shares
|
$543,000
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,881
shares
|
$542,816
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
5,880
shares
|
$542,724
0.11% of portfolio
|
Q4 2024
Reduced 34.99%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
5,867
shares
|
$541,524
0.06% of portfolio
|
Q3 2024
Reduced 40.17%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
5,844
shares
|
$539,401
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,843
shares
|
$539,308
0.04% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,837
shares
|
$538,755
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
5,834
shares
|
$538,478
0.09% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
5,781
shares
|
$533,586
0.26% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
5,755
shares
|
$531,186
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,752
shares
|
$530,909
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,751
shares
|
$530,817
0.09% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,731
shares
|
$528,971
0.04% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
5,712
shares
|
$527,217
0.27% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
5,710
shares
|
$527,033
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
5,693
shares
|
$525,463
0.04% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
5,664
shares
|
$522,787
0.23% of portfolio
|
Q1 2024
Reduced 3.34%
|