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 1,567 institutions that hold shares in the stock, with a total of 380 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$7.45 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
78,101
shares
|
$7.42 Million
0.17% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
77,427
shares
|
$7.36 Million
0.01% of portfolio
|
Q1 2025
Added 27.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
76,835
shares
|
$7.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
76,645
shares
|
$7.29 Million
0.11% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
76,027
shares
|
$7.23 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
75,865
shares
|
$7.21 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
75,382
shares
|
$7.17 Million
1.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
74,310
shares
|
$7.06 Million
0.53% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
74,283
shares
|
$7.06 Million
0.94% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
73,627
shares
|
$7 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
73,587
shares
|
$7 Million
0.61% of portfolio
|
Q2 2025
Added 67.91%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
72,883
shares
|
$6.93 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
72,582
shares
|
$6.9 Million
0.48% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
72,553
shares
|
$6.9 Million
3.17% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
71,749
shares
|
$6.82 Million
0.91% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
71,266
shares
|
$6.77 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
70,570
shares
|
$6.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.34%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
70,479
shares
|
$6.7 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
70,313
shares
|
$6.68 Million
0.69% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
69,726
shares
|
$6.63 Million
1.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
69,381
shares
|
$6.6 Million
2.49% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
69,076
shares
|
$6.57 Million
2.64% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
69,053
shares
|
$6.56 Million
0.65% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
68,668
shares
|
$6.53 Million
0.12% of portfolio
|
Q1 2025
Added 20.72%
|