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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
24,986
shares
|
$2.36 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
24,531
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
24,481
shares
|
$2.31 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
23,977
shares
|
$2.27 Million
0.18% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
23,951
shares
|
$2.26 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
23,650
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
23,645
shares
|
$2.23 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
23,617
shares
|
$2.23 Million
0.09% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,614
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 83.63%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
23,574
shares
|
$2.23 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
23,543
shares
|
$2.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
23,519
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
23,482
shares
|
$2.22 Million
1.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
23,465
shares
|
$2.22 Million
1.12% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
23,308
shares
|
$2.2 Million
0.5% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
23,229
shares
|
$2.2 Million
0.08% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
23,192
shares
|
$2.19 Million
1.23% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
22,851
shares
|
$2.16 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
22,782
shares
|
$2.15 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
22,617
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
22,501
shares
|
$2.13 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
22,305
shares
|
$2.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
22,284
shares
|
$2.11 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
22,176
shares
|
$2.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
22,067
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|