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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
22,021
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
21,979
shares
|
$1.85 Million
0.24% of portfolio
|
Q2 2024
Added 363.4%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
21,649
shares
|
$1.82 Million
0.39% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
21,600
shares
|
$1.82 Million
0.03% of portfolio
|
Q1 2025
Added 47.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
21,522
shares
|
$1.81 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
21,454
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
21,365
shares
|
$1.8 Million
0.44% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
21,301
shares
|
$1.79 Million
0.41% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
21,238
shares
|
$1.79 Million
0.41% of portfolio
|
Q1 2025
Added 28.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
21,145
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
20,850
shares
|
$1.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
20,841
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20,800
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,691
shares
|
$1.74 Million
0.12% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
20,630
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
20,470
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
20,434
shares
|
$1.72 Million
0.66% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
20,365
shares
|
$1.71 Million
1.27% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
20,303
shares
|
$1.71 Million
0.28% of portfolio
|
Q4 2024
Added 511.72%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
20,191
shares
|
$1.7 Million
0.09% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
20,160
shares
|
$1.7 Million
0.24% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
19,914
shares
|
$1.68 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
19,896
shares
|
$1.67 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
19,864
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
19,820
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
New holding
|