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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,595
shares
|
$232,330
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,593
shares
|
$232,151
0.04% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
2,578
shares
|
$230,808
0.05% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
2,571
shares
|
$230,181
0.2% of portfolio
|
Q1 2025
Reduced 39.8%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,570
shares
|
$230,092
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,565
shares
|
$229,644
0.13% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,560
shares
|
$229,196
0.02% of portfolio
|
Q4 2024
Reduced 61.16%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
2,550
shares
|
$228,301
0.04% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,545
shares
|
$227,853
0.07% of portfolio
|
Q2 2024
Reduced 55.75%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,545
shares
|
$227,853
0.07% of portfolio
|
Q1 2025
Reduced 31.64%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,534
shares
|
$226,869
0.09% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
2,530
shares
|
$226,510
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,520
shares
|
$225,615
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,520
shares
|
$225,615
0.16% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
2,520
shares
|
$225,615
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,518
shares
|
$225,436
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
2,518
shares
|
$225,436
0.01% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,518
shares
|
$225,436
0.01% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
2,507
shares
|
$224,451
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,505
shares
|
$224,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
2,500
shares
|
$223,825
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
2,500
shares
|
$223,825
0.03% of portfolio
|
Q1 2025
Reduced 23.05%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
2,498
shares
|
$223,645
0.04% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
2,492
shares
|
$223,108
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
2,477
shares
|
$221,765
0.08% of portfolio
|
Q1 2025
Reduced 3.69%
|