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 |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
42,081
shares
|
$3.54 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
41,909
shares
|
$3.53 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,013
shares
|
$3.45 Million
0.07% of portfolio
|
Q3 2022
Added 169.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
40,594
shares
|
$3.42 Million
0.29% of portfolio
|
Q1 2025
Added 101385.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
40,573
shares
|
$3.41 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
40,193
shares
|
$3.38 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
39,593
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
39,454
shares
|
$3.32 Million
0.12% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
39,374
shares
|
$3.31 Million
1.61% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
39,251
shares
|
$3.3 Million
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
38,832
shares
|
$3.27 Million
1.5% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
38,719
shares
|
$3.26 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
38,594
shares
|
$3.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
38,351
shares
|
$3.23 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
38,062
shares
|
$3.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
38,046
shares
|
$3.2 Million
1.54% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
37,871
shares
|
$3.19 Million
0.95% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
37,731
shares
|
$3.18 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
37,543
shares
|
$3.16 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
37,289
shares
|
$3.14 Million
1.79% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
36,812
shares
|
$3.1 Million
0.21% of portfolio
|
Q4 2024
Added 61.66%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
36,773
shares
|
$3.09 Million
1.34% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36,663
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Apr 25, 2025 Q1 2025 |
36,525
shares
|
$3.07 Million
1.14% of portfolio
|
Q1 2025
Reduced 90.76%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
36,514
shares
|
$3.07 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.23%
|