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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
49,013
shares
|
$4.12 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
48,931
shares
|
$4.12 Million
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
48,780
shares
|
$4.1 Million
0.84% of portfolio
|
Q2 2021
Reduced 1.69%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
48,723
shares
|
$4.1 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
47,048
shares
|
$3.96 Million
2.49% of portfolio
|
Q1 2025
Added 120.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
46,732
shares
|
$3.93 Million
0.11% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
45,747
shares
|
$3.85 Million
0.92% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
45,570
shares
|
$3.83 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
45,537
shares
|
$3.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
45,490
shares
|
$3.83 Million
0.03% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
45,078
shares
|
$3.79 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
44,929
shares
|
$3.78 Million
1.05% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
44,740
shares
|
$3.76 Million
0.09% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
44,542
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
44,069
shares
|
$3.71 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
43,825
shares
|
$3.69 Million
0.36% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
43,695
shares
|
$3.68 Million
0.03% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
43,563
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
42,951
shares
|
$3.61 Million
1.01% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
42,914
shares
|
$3.61 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
42,793
shares
|
$3.6 Million
1.29% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
42,746
shares
|
$3.6 Million
0.52% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
42,729
shares
|
$3.6 Million
0.19% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
42,557
shares
|
$3.58 Million
0.95% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
42,155
shares
|
$3.55 Million
0.05% of portfolio
|
Q4 2024
Added 7.62%
|