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 1,539 institutions that hold shares in the stock, with a total of 369 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
485,274
shares
|
$41.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
478,331
shares
|
$40.5 Million
1.49% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
474,190
shares
|
$40.1 Million
0.14% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
465,545
shares
|
$39.4 Million
0.97% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
460,989
shares
|
$39 Million
0.6% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
460,925
shares
|
$39 Million
5.85% of portfolio
|
Q4 2024
Reduced 51.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
458,218
shares
|
$38.8 Million
0.37% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
443,833
shares
|
$37.6 Million
5.43% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
435,961
shares
|
$36.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
419,485
shares
|
$35.5 Million
0.09% of portfolio
|
Q4 2024
Added 164.2%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
395,500
shares
|
$33.5 Million
2.79% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Mar 25, 2025 Q4 2024 |
395,480
shares
|
$33.5 Million
12.47% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
385,232
shares
|
$32.6 Million
7.24% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
383,503
shares
|
$32.5 Million
4.62% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
377,344
shares
|
$31.9 Million
0.25% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
354,809
shares
|
$30 Million
3.24% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
351,295
shares
|
$29.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
342,860
shares
|
$29 Million
4.25% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
334,060
shares
|
$28.3 Million
3.48% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
325,882
shares
|
$27.6 Million
0.1% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
320,946
shares
|
$27.2 Million
18.78% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
318,716
shares
|
$27 Million
4.06% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
317,993
shares
|
$26.9 Million
0.04% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
305,876
shares
|
$25.9 Million
0.22% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
305,824
shares
|
$25.9 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.21%
|