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 1,520 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
36,812
shares
|
$3.4 Million
0.21% of portfolio
|
Q4 2024
Added 61.66%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
36,765
shares
|
$3.39 Million
0.47% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36,663
shares
|
$3.38 Million
0.1% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
36,599
shares
|
$3.38 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
36,009
shares
|
$3.32 Million
0.49% of portfolio
|
Q3 2023
Reduced 5.96%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
35,795
shares
|
$3.3 Million
0.1% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
35,750
shares
|
$3.3 Million
1.49% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,726
shares
|
$3.3 Million
0.15% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
35,575
shares
|
$3.28 Million
0.83% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
35,573
shares
|
$3.28 Million
0.18% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
35,471
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
35,328
shares
|
$3.26 Million
0.54% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
35,200
shares
|
$3.25 Million
1.55% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
35,142
shares
|
$3.24 Million
0.99% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
34,906
shares
|
$3.22 Million
0.03% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
34,811
shares
|
$3.21 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
34,669
shares
|
$3.2 Million
0.27% of portfolio
|
Q2 2024
Reduced 26.15%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
34,485
shares
|
$3.18 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
34,476
shares
|
$3.18 Million
0.2% of portfolio
|
Q4 2024
Added 76.44%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
34,461
shares
|
$3.18 Million
0.99% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
34,381
shares
|
$3.17 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
34,030
shares
|
$3.14 Million
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
33,548
shares
|
$3.1 Million
0.14% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
33,497
shares
|
$3.09 Million
0.07% of portfolio
|
Q4 2024
Added 20.84%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
33,304
shares
|
$3.07 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.35%
|