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 1,537 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 $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,320
shares
|
$458,318
0.79% of portfolio
|
Q1 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
5,307
shares
|
$457,198
0.13% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
5,301
shares
|
$456,681
0.03% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
5,300
shares
|
$456,595
0.04% of portfolio
|
Q1 2024
Reduced 64.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,272
shares
|
$454,182
0.26% of portfolio
|
Q2 2022
Reduced 71.53%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,266
shares
|
$453,665
0.28% of portfolio
|
Q1 2021
Added 167.85%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,260
shares
|
$453,149
0.11% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,249
shares
|
$452,201
0.19% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
5,246
shares
|
$451,942
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
5,233
shares
|
$450,822
0.27% of portfolio
|
Q4 2024
Added 47.28%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
5,202
shares
|
$448,152
0.03% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,200
shares
|
$447,980
0.36% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
5,189
shares
|
$447,032
0.04% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,182
shares
|
$446,429
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
5,180
shares
|
$446,257
0.05% of portfolio
|
Q4 2023
Reduced 2.81%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
5,140
shares
|
$442,811
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
5,118
shares
|
$440,915
0.07% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,100
shares
|
$439,365
0.02% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,073
shares
|
$437,038
0.13% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
5,070
shares
|
$436,780
0.0% of portfolio
|
Q4 2024
Reduced 26.9%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
5,042
shares
|
$434,368
0.04% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
5,036
shares
|
$433,851
0.17% of portfolio
|
Q4 2019
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,028
shares
|
$433,162
0.04% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,024
shares
|
$432,817
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
5,010
shares
|
$431,611
0.08% of portfolio
|
Q4 2024
Added 0.2%
|