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 1,536 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
154,752
shares
|
$13.1 Million
0.21% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
153,922
shares
|
$13 Million
12.29% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
153,264
shares
|
$13 Million
2.83% of portfolio
|
Q4 2024
Added 989.76%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
153,195
shares
|
$13 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
149,179
shares
|
$12.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
147,690
shares
|
$12.5 Million
2.57% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
145,698
shares
|
$12.3 Million
13.92% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
145,439
shares
|
$12.3 Million
1.25% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
144,238
shares
|
$12.2 Million
0.12% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
143,847
shares
|
$12.2 Million
0.04% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
143,035
shares
|
$12.1 Million
0.47% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
142,329
shares
|
$12 Million
0.46% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
141,744
shares
|
$12 Million
0.17% of portfolio
|
Q2 2023
Reduced 18.19%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
138,724
shares
|
$11.7 Million
1.31% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
138,545
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
138,104
shares
|
$11.7 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
136,508
shares
|
$11.6 Million
4.73% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
134,009
shares
|
$11.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
133,785
shares
|
$11.3 Million
0.46% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
133,614
shares
|
$11.3 Million
0.05% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
129,629
shares
|
$11 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
129,371
shares
|
$10.9 Million
0.44% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
126,531
shares
|
$10.7 Million
5.73% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
125,329
shares
|
$10.6 Million
3.92% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
122,145
shares
|
$10.3 Million
2.25% of portfolio
|
Q4 2024
Added 14.59%
|