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 1,535 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $31.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
29,748
shares
|
$2.5 Million
0.08% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
29,721
shares
|
$2.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
29,669
shares
|
$2.5 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
29,290
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 45.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
29,171
shares
|
$2.45 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
28,715
shares
|
$2.42 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
28,682
shares
|
$2.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
28,500
shares
|
$2.4 Million
0.51% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
28,428
shares
|
$2.39 Million
1.07% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
28,384
shares
|
$2.39 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
28,369
shares
|
$2.39 Million
1.78% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
28,354
shares
|
$2.39 Million
0.23% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
28,320
shares
|
$2.38 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
28,299
shares
|
$2.38 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
28,061
shares
|
$2.36 Million
1.04% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
28,043
shares
|
$2.36 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
27,959
shares
|
$2.35 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,930
shares
|
$2.35 Million
0.07% of portfolio
|
Q4 2023
Added 4.17%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
27,902
shares
|
$2.35 Million
0.76% of portfolio
|
Q1 2023
Added 9.46%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
27,693
shares
|
$2.33 Million
1.74% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
27,680
shares
|
$2.33 Million
2.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
27,621
shares
|
$2.32 Million
0.15% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
27,519
shares
|
$2.32 Million
0.41% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
27,385
shares
|
$2.3 Million
1.49% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
27,298
shares
|
$2.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 16.77%
|