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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
288,273
shares
|
$24.4 Million
0.47% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
284,604
shares
|
$24.1 Million
0.05% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
278,256
shares
|
$23.5 Million
5.96% of portfolio
|
Q4 2024
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
273,912
shares
|
$23.2 Million
2.25% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
271,450
shares
|
$23 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.29%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
269,221
shares
|
$22.8 Million
4.51% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
264,962
shares
|
$22.4 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
263,216
shares
|
$22.3 Million
0.41% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
262,785
shares
|
$22.2 Million
0.02% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
246,668
shares
|
$20.9 Million
0.87% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
244,092
shares
|
$20.7 Million
0.16% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
242,046
shares
|
$20.5 Million
0.31% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
241,795
shares
|
$20.5 Million
0.25% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
241,072
shares
|
$20.4 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
230,405
shares
|
$19.5 Million
2.23% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
228,528
shares
|
$19.3 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
221,322
shares
|
$18.7 Million
0.22% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
220,946
shares
|
$18.7 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
219,460
shares
|
$18.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
214,478
shares
|
$18.2 Million
0.94% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
207,122
shares
|
$17.5 Million
8.27% of portfolio
|
Q4 2024
Added 761.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
198,410
shares
|
$16.8 Million
0.04% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
197,806
shares
|
$16.7 Million
0.25% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
195,962
shares
|
$16.6 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
193,240
shares
|
$16.4 Million
0.1% of portfolio
|
Q4 2024
Added 23.48%
|