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 |
|---|---|---|---|---|---|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
4,423
shares
|
$408,242
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,416
shares
|
$407,596
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,409
shares
|
$406,950
0.02% of portfolio
|
Q4 2021
Added 29.33%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
4,408
shares
|
$406,858
0.19% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
4,393
shares
|
$405,473
0.19% of portfolio
|
Q2 2023
Reduced 35.33%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
4,391
shares
|
$405,289
0.02% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
4,390
shares
|
$405,197
0.16% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
4,377
shares
|
$403,997
0.02% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,375
shares
|
$403,812
0.06% of portfolio
|
Q4 2024
Reduced 32.03%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
4,373
shares
|
$403,627
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
4,364
shares
|
$402,797
0.04% of portfolio
|
Q1 2024
Reduced 7.54%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,364
shares
|
$402,797
0.26% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,352
shares
|
$401,689
0.01% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,349
shares
|
$401,412
0.09% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
4,345
shares
|
$401,043
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
4,334
shares
|
$400,028
0.12% of portfolio
|
Q4 2024
Added 44.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
4,306
shares
|
$397,443
0.04% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
4,303
shares
|
$397,166
0.03% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
4,291
shares
|
$396,059
0.13% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
4,288
shares
|
$395,782
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,280
shares
|
$395,044
0.0% of portfolio
|
Q4 2024
Added 53.63%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
4,273
shares
|
$394,397
0.23% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,273
shares
|
$394,397
0.03% of portfolio
|
Q4 2024
Added 40.33%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
4,271
shares
|
$394,213
0.34% of portfolio
|
Q4 2024
Added 66.12%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
4,268
shares
|
$393,936
0.15% of portfolio
|
Q4 2024
Reduced 51.11%
|