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 1,566 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 $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
41,680
shares
|
$3.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,013
shares
|
$3.88 Million
0.07% of portfolio
|
Q3 2022
Added 169.06%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
40,573
shares
|
$3.83 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
40,193
shares
|
$3.8 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
39,986
shares
|
$3.78 Million
1.04% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
39,849
shares
|
$3.77 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
39,593
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
39,454
shares
|
$3.73 Million
0.12% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
39,374
shares
|
$3.72 Million
1.62% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
39,251
shares
|
$3.71 Million
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
38,832
shares
|
$3.67 Million
1.5% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
38,719
shares
|
$3.66 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
38,202
shares
|
$3.61 Million
0.03% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
38,121
shares
|
$3.6 Million
0.27% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
38,062
shares
|
$3.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
38,046
shares
|
$3.6 Million
1.54% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
37,731
shares
|
$3.57 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
37,289
shares
|
$3.52 Million
1.79% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
36,773
shares
|
$3.48 Million
1.34% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36,663
shares
|
$3.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
36,648
shares
|
$3.46 Million
0.07% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
36,514
shares
|
$3.45 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
36,251
shares
|
$3.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 55.37%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
36,175
shares
|
$3.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
36,049
shares
|
$3.41 Million
3.41% of portfolio
|
Q1 2025
Reduced 20.64%
|