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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
121,158
shares
|
$10.3 Million
1.78% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
120,677
shares
|
$10.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
120,185
shares
|
$10.2 Million
0.3% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
119,254
shares
|
$10.1 Million
0.15% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
116,526
shares
|
$9.86 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
115,407
shares
|
$9.77 Million
7.64% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
114,870
shares
|
$9.72 Million
0.22% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
113,546
shares
|
$9.61 Million
4.47% of portfolio
|
Q2 2023
Reduced 4.51%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
113,435
shares
|
$9.6 Million
0.28% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
107,320
shares
|
$9.08 Million
0.09% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
106,436
shares
|
$9.01 Million
7.15% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
106,171
shares
|
$8.99 Million
0.65% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
104,524
shares
|
$8.85 Million
0.28% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
103,614
shares
|
$8.77 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
102,534
shares
|
$8.68 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
100,974
shares
|
$8.55 Million
6.08% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,797
shares
|
$8.45 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
99,341
shares
|
$8.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
98,765
shares
|
$8.36 Million
0.13% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
98,522
shares
|
$8.34 Million
0.53% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
98,314
shares
|
$8.32 Million
0.36% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
98,096
shares
|
$8.3 Million
1.36% of portfolio
|
Q2 2024
Reduced 29.26%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
97,808
shares
|
$8.28 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
95,891
shares
|
$8.12 Million
3.3% of portfolio
|
Q3 2024
Added 29.07%
|