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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
33,266
shares
|
$3.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,145
shares
|
$3.06 Million
0.96% of portfolio
|
Q3 2022
Added 22.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
32,903
shares
|
$3.04 Million
0.06% of portfolio
|
Q4 2024
Added 22.92%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
32,899
shares
|
$3.04 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
32,881
shares
|
$3.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
32,851
shares
|
$3.03 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
32,798
shares
|
$3.03 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
32,763
shares
|
$3.02 Million
2.03% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
32,542
shares
|
$3 Million
0.83% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
32,312
shares
|
$2.98 Million
1.28% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
32,280
shares
|
$2.98 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,197
shares
|
$2.97 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
31,972
shares
|
$2.95 Million
0.53% of portfolio
|
Q4 2024
Added 35.11%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
31,680
shares
|
$2.92 Million
1.79% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
31,380
shares
|
$2.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
31,135
shares
|
$2.87 Million
0.75% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
31,002
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
31,000
shares
|
$2.86 Million
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
30,723
shares
|
$2.84 Million
0.09% of portfolio
|
Q4 2024
Added 449.7%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
30,634
shares
|
$2.83 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
30,591
shares
|
$2.82 Million
0.1% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
30,538
shares
|
$2.82 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
30,374
shares
|
$2.8 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
30,223
shares
|
$2.79 Million
0.14% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
30,076
shares
|
$2.78 Million
0.03% of portfolio
|
Q4 2024
Added 8.67%
|