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 |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,394
shares
|
$292,393
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,394
shares
|
$292,393
0.06% of portfolio
|
Q2 2024
Reduced 18.1%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,389
shares
|
$291,962
0.1% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,368
shares
|
$290,153
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,358
shares
|
$289,291
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
3,347
shares
|
$288,344
0.05% of portfolio
|
Q4 2024
Reduced 57.94%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
3,335
shares
|
$287,310
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
3,330
shares
|
$286,879
0.01% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
3,329
shares
|
$286,793
0.14% of portfolio
|
Q2 2024
Added 49.95%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
3,315
shares
|
$285,587
0.02% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
3,314
shares
|
$285,501
0.19% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,310
shares
|
$285,156
0.03% of portfolio
|
Q2 2024
Reduced 21.6%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,300
shares
|
$284,295
0.02% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
3,299
shares
|
$284,208
0.15% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
3,289
shares
|
$283,347
0.06% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
3,275
shares
|
$282,141
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
3,275
shares
|
$282,141
0.29% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,268
shares
|
$281,538
0.0% of portfolio
|
Q4 2024
Reduced 77.45%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
3,254
shares
|
$280,332
0.05% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
3,249
shares
|
$279,901
0.04% of portfolio
|
Q2 2022
Reduced 22.09%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,246
shares
|
$279,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,237
shares
|
$278,867
0.03% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,216
shares
|
$277,058
0.01% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
3,203
shares
|
$275,938
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
3,194
shares
|
$275,163
0.01% of portfolio
|
Q2 2023
New holding
|