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 1,563 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 $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
66,340
shares
|
$6.15 Million
2.03% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
65,337
shares
|
$6.05 Million
0.06% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
64,849
shares
|
$6.01 Million
0.08% of portfolio
|
Q1 2025
Added 59.22%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
63,641
shares
|
$5.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
63,465
shares
|
$5.88 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.56%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
63,212
shares
|
$5.86 Million
1.86% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
63,168
shares
|
$5.85 Million
0.18% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
62,323
shares
|
$5.78 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
62,269
shares
|
$5.77 Million
1.62% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
62,143
shares
|
$5.76 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
61,903
shares
|
$5.74 Million
2.16% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
61,838
shares
|
$5.73 Million
2.84% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
61,753
shares
|
$5.72 Million
2.05% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
61,657
shares
|
$5.71 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
61,543
shares
|
$5.7 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
61,508
shares
|
$5.7 Million
1.88% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
61,455
shares
|
$5.7 Million
3.32% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
60,858
shares
|
$5.64 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
60,553
shares
|
$5.61 Million
0.82% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
59,776
shares
|
$5.54 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
59,448
shares
|
$5.51 Million
0.06% of portfolio
|
Q1 2025
Added 225.99%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
58,173
shares
|
$5.39 Million
0.1% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
57,572
shares
|
$5.34 Million
0.41% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
57,478
shares
|
$5.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
57,382
shares
|
$5.32 Million
0.57% of portfolio
|
Q1 2025
Added 5.47%
|