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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
5,760
shares
|
$515,692
0.02% of portfolio
|
Q1 2025
Added 22.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,756
shares
|
$515,334
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,751
shares
|
$514,887
0.09% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
5,746
shares
|
$514,439
0.21% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
5,715
shares
|
$511,663
0.26% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,710
shares
|
$511,216
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
5,706
shares
|
$510,858
0.15% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
5,681
shares
|
$508,619
0.19% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
5,664
shares
|
$507,097
0.23% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,661
shares
|
$506,829
0.13% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
5,655
shares
|
$506,292
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
5,637
shares
|
$504,680
0.04% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,626
shares
|
$503,695
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
5,605
shares
|
$501,815
0.07% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
5,604
shares
|
$501,726
0.1% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,540
shares
|
$495,996
0.02% of portfolio
|
Q3 2022
Reduced 1.07%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,535
shares
|
$495,548
0.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,534
shares
|
$495,459
0.03% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
5,490
shares
|
$491,519
0.43% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
5,485
shares
|
$491,072
0.05% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
5,478
shares
|
$490,445
0.0% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,468
shares
|
$489,550
0.4% of portfolio
|
Q3 2023
Reduced 1.8%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
5,465
shares
|
$489,281
0.08% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,465
shares
|
$489,281
0.01% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
5,454
shares
|
$488,296
0.03% of portfolio
|
Q1 2025
Added 9.83%
|