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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
94,876
shares
|
$8.03 Million
0.21% of portfolio
|
Q4 2024
Added 171.56%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
94,444
shares
|
$7.99 Million
0.92% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
93,108
shares
|
$7.88 Million
0.87% of portfolio
|
Q4 2024
Added 25.94%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
92,949
shares
|
$7.87 Million
1.51% of portfolio
|
Q1 2023
Added 15.13%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
92,583
shares
|
$7.84 Million
4.38% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
92,521
shares
|
$7.83 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
92,515
shares
|
$7.83 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
92,174
shares
|
$7.8 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
91,162
shares
|
$7.72 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
90,138
shares
|
$7.63 Million
4.21% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
89,979
shares
|
$7.61 Million
0.66% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
88,365
shares
|
$7.48 Million
1.6% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
88,277
shares
|
$7.47 Million
0.6% of portfolio
|
Q1 2023
Reduced 0.39%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
87,719
shares
|
$7.42 Million
0.22% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
87,467
shares
|
$7.4 Million
3.16% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
84,652
shares
|
$7.16 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
84,633
shares
|
$7.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
84,606
shares
|
$7.16 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
83,792
shares
|
$7.09 Million
3.17% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
83,751
shares
|
$7.09 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
82,894
shares
|
$7.02 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
82,131
shares
|
$6.95 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
81,418
shares
|
$6.89 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
81,227
shares
|
$6.87 Million
0.03% of portfolio
|
Q4 2024
Added 523.48%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
80,983
shares
|
$6.85 Million
0.46% of portfolio
|
Q4 2024
Reduced 77.87%
|