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 |
|---|---|---|---|---|---|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
3,190
shares
|
$274,818
0.09% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
3,180
shares
|
$273,957
0.26% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
3,180
shares
|
$273,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
3,168
shares
|
$272,923
0.22% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,160
shares
|
$272,234
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,160
shares
|
$272,234
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,138
shares
|
$270,338
0.01% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
3,130
shares
|
$269,649
0.03% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
3,123
shares
|
$269,046
0.02% of portfolio
|
Q4 2024
Reduced 84.33%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,117
shares
|
$268,529
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
3,102
shares
|
$267,237
0.17% of portfolio
|
Q4 2024
Reduced 29.95%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
3,096
shares
|
$266,720
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,095
shares
|
$266,634
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,086
shares
|
$265,858
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
3,084
shares
|
$265,686
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
3,076
shares
|
$264,997
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
3,075
shares
|
$264,911
0.05% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
3,075
shares
|
$264,911
0.21% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
3,074
shares
|
$264,825
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,063
shares
|
$263,877
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
3,049
shares
|
$262,671
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
3,045
shares
|
$262,326
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,034
shares
|
$261,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
3,033
shares
|
$261,292
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,030
shares
|
$261,034
0.03% of portfolio
|
Q4 2022
New holding
|