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 |
|---|---|---|---|---|---|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
92,949
shares
|
$8.32 Million
1.51% of portfolio
|
Q1 2023
Added 15.13%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
92,050
shares
|
$8.24 Million
1.19% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
92,010
shares
|
$8.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
90,114
shares
|
$8.07 Million
2.96% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
89,367
shares
|
$8 Million
3.33% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
88,239
shares
|
$7.9 Million
1.18% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
88,228
shares
|
$7.9 Million
0.48% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
86,409
shares
|
$7.74 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
85,716
shares
|
$7.67 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
84,900
shares
|
$7.6 Million
3.89% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
84,448
shares
|
$7.56 Million
0.06% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
84,318
shares
|
$7.55 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
83,491
shares
|
$7.47 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
83,262
shares
|
$7.45 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
82,962
shares
|
$7.43 Million
3.05% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
82,760
shares
|
$7.41 Million
0.06% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
82,131
shares
|
$7.35 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
81,405
shares
|
$7.29 Million
0.13% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
80,855
shares
|
$7.24 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
80,482
shares
|
$7.21 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
80,239
shares
|
$7.18 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
79,226
shares
|
$7.09 Million
3.3% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
79,001
shares
|
$7.07 Million
0.25% of portfolio
|
Q1 2025
Reduced 44.77%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
78,480
shares
|
$7.03 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$7.01 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|