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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,182
shares
|
$463,944
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
5,180
shares
|
$463,765
0.05% of portfolio
|
Q4 2023
Reduced 2.81%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
5,143
shares
|
$460,452
0.02% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
5,133
shares
|
$459,557
0.0% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
5,131
shares
|
$459,378
0.03% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
5,130
shares
|
$459,288
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,118
shares
|
$458,214
0.08% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
5,114
shares
|
$457,856
0.02% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
5,106
shares
|
$457,140
0.2% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
5,105
shares
|
$457,050
0.44% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,100
shares
|
$456,603
0.02% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,073
shares
|
$454,185
0.13% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
5,069
shares
|
$453,827
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
5,067
shares
|
$453,648
0.28% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,055
shares
|
$452,574
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
5,051
shares
|
$452,216
0.05% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
5,036
shares
|
$450,873
0.14% of portfolio
|
Q4 2019
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
5,034
shares
|
$450,694
0.3% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,024
shares
|
$449,798
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
5,018
shares
|
$449,261
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
5,010
shares
|
$448,545
0.06% of portfolio
|
Q1 2025
Added 52.33%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
5,000
shares
|
$447,650
0.12% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$447,650
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
4,990
shares
|
$446,754
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,960
shares
|
$444,068
0.24% of portfolio
|
Q1 2024
Reduced 2.36%
|