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 |
|---|---|---|---|---|---|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
192,999
shares
|
$16.3 Million
5.25% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
191,458
shares
|
$16.2 Million
0.33% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
191,209
shares
|
$16.2 Million
0.29% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
190,538
shares
|
$16.1 Million
0.16% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
189,509
shares
|
$16 Million
0.02% of portfolio
|
Q4 2024
Added 56.62%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
188,444
shares
|
$15.9 Million
0.22% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
187,831
shares
|
$15.9 Million
6.87% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
182,535
shares
|
$15.4 Million
0.16% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
178,791
shares
|
$15.1 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
178,180
shares
|
$15.1 Million
1.24% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
177,876
shares
|
$15.1 Million
0.09% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
177,423
shares
|
$15 Million
0.73% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
176,227
shares
|
$14.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
171,706
shares
|
$14.5 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
169,617
shares
|
$14.4 Million
0.22% of portfolio
|
Q4 2023
Added 31.7%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
166,025
shares
|
$14.1 Million
1.41% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
165,405
shares
|
$14 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
164,341
shares
|
$13.9 Million
0.23% of portfolio
|
Q4 2024
Added 321.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
162,549
shares
|
$13.8 Million
0.18% of portfolio
|
Q4 2024
Added 125.1%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
162,119
shares
|
$13.7 Million
2.85% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
161,843
shares
|
$13.7 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
161,454
shares
|
$13.7 Million
1.48% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
160,500
shares
|
$13.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
158,391
shares
|
$13.4 Million
0.92% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
New South Capital Management Inc
Memphis, TN |
Feb 06, 2025 Q4 2024 |
157,225
shares
|
$13.3 Million
0.66% of portfolio
|
Q4 2024
Added 189.2%
|