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 375 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
57,460
shares
|
$4.84 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
57,382
shares
|
$4.83 Million
0.57% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
57,332
shares
|
$4.82 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
56,848
shares
|
$4.78 Million
0.77% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
56,382
shares
|
$4.74 Million
0.51% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
55,928
shares
|
$4.71 Million
0.65% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
55,596
shares
|
$4.68 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
55,577
shares
|
$4.68 Million
0.17% of portfolio
|
Q1 2025
Added 95.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
55,023
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,779
shares
|
$4.61 Million
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
54,686
shares
|
$4.6 Million
2.3% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
54,334
shares
|
$4.57 Million
1.5% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
54,197
shares
|
$4.56 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,586
shares
|
$4.51 Million
0.16% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
53,424
shares
|
$4.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
53,270
shares
|
$4.48 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
52,830
shares
|
$4.45 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
52,828
shares
|
$4.45 Million
1.02% of portfolio
|
Q4 2021
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
52,570
shares
|
$4.42 Million
0.16% of portfolio
|
Q1 2023
Added 4.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
52,152
shares
|
$4.39 Million
0.22% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
52,067
shares
|
$4.38 Million
0.59% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
51,690
shares
|
$4.35 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
51,526
shares
|
$4.34 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
51,439
shares
|
$4.33 Million
0.14% of portfolio
|
Q2 2020
Added 7.01%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
50,222
shares
|
$4.23 Million
2.36% of portfolio
|
Q1 2025
Added 3.77%
|