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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
3,180
shares
|
$284,705
0.27% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
3,178
shares
|
$284,526
0.25% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
3,160
shares
|
$282,914
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
3,150
shares
|
$282,019
0.03% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,137
shares
|
$280,855
0.0% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
3,125
shares
|
$279,781
0.14% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,123
shares
|
$279,602
0.07% of portfolio
|
Q1 2025
Reduced 28.19%
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
3,122
shares
|
$279,512
0.1% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,117
shares
|
$279,065
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
3,114
shares
|
$278,796
0.15% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
3,103
shares
|
$277,811
0.23% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,099
shares
|
$277,453
0.04% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
3,096
shares
|
$277,184
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
3,095
shares
|
$277,095
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,086
shares
|
$276,289
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
3,085
shares
|
$276,200
0.2% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
3,084
shares
|
$276,110
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,076
shares
|
$275,394
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
3,075
shares
|
$275,304
0.05% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,063
shares
|
$274,230
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,058
shares
|
$273,782
0.09% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
3,049
shares
|
$272,976
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
3,045
shares
|
$272,618
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,042
shares
|
$272,350
0.18% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,039
shares
|
$272,081
0.03% of portfolio
|
Q1 2025
Added 2.39%
|