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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
23,683
shares
|
$1.99 Million
0.18% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,614
shares
|
$1.99 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
|
$1.98 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
23,543
shares
|
$1.98 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
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,516
shares
|
$1.98 Million
0.09% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
23,482
shares
|
$1.98 Million
1.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
23,465
shares
|
$1.97 Million
1.12% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
23,410
shares
|
$1.97 Million
0.56% of portfolio
|
Q1 2025
Reduced 32.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
23,224
shares
|
$1.95 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
23,192
shares
|
$1.95 Million
1.23% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
23,042
shares
|
$1.94 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
22,752
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 51.41%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
22,745
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.59%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
22,617
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
22,501
shares
|
$1.89 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
22,437
shares
|
$1.89 Million
0.04% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
22,384
shares
|
$1.88 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
22,336
shares
|
$1.88 Million
0.63% of portfolio
|
Q1 2025
Added 25.01%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
22,305
shares
|
$1.88 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
22,176
shares
|
$1.87 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
22,109
shares
|
$1.86 Million
1.06% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
22,067
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
22,058
shares
|
$1.86 Million
0.24% of portfolio
|
Q1 2025
Added 148.09%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
22,034
shares
|
$1.85 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.64%
|