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 1,538 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,053,275
shares
|
$173 Million
0.91% of portfolio
|
Q2 2023
Reduced 99.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,992,444
shares
|
$168 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
1,872,952
shares
|
$158 Million
0.29% of portfolio
|
Q1 2025
Added 121.96%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
1,698,074
shares
|
$143 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,639,655
shares
|
$138 Million
0.25% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
1,523,372
shares
|
$128 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,454,215
shares
|
$122 Million
0.08% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,328,797
shares
|
$112 Million
0.06% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
1,221,306
shares
|
$103 Million
2.05% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,175,788
shares
|
$98.9 Million
4.82% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,134,722
shares
|
$95.5 Million
0.2% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,130,482
shares
|
$95.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,120,519
shares
|
$94.3 Million
6.66% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,119,648
shares
|
$94.2 Million
1.94% of portfolio
|
Q1 2025
Added 103.67%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,104,498
shares
|
$92.9 Million
0.13% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,058,044
shares
|
$89 Million
0.26% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
1,037,300
shares
|
$87.3 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,017,252
shares
|
$85.6 Million
0.08% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,016,849
shares
|
$85.6 Million
0.54% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
978,700
shares
|
$82.4 Million
0.98% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
941,973
shares
|
$79.3 Million
8.73% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
938,529
shares
|
$79 Million
3.13% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
927,696
shares
|
$78.1 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
906,836
shares
|
$76.3 Million
0.37% of portfolio
|
Q4 2024
Added 561.94%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
883,878
shares
|
$74.4 Million
2.65% of portfolio
|
Q1 2025
Reduced 2.49%
|