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 1,534 institutions that hold shares in the stock, with a total of 382 Million shares, which have been reported (via 13F filing form) to have a value of $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
18,072
shares
|
$1.52 Million
0.11% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,997
shares
|
$1.51 Million
0.7% of portfolio
|
Q1 2023
Added 1.7%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
17,924
shares
|
$1.51 Million
0.41% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
17,809
shares
|
$1.5 Million
0.85% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,735
shares
|
$1.49 Million
0.92% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
17,708
shares
|
$1.49 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
17,669
shares
|
$1.49 Million
0.12% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
17,638
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
17,585
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
17,556
shares
|
$1.48 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
17,512
shares
|
$1.47 Million
0.21% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
17,479
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
17,424
shares
|
$1.47 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
17,221
shares
|
$1.45 Million
0.41% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
17,213
shares
|
$1.45 Million
0.23% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
17,183
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
17,050
shares
|
$1.43 Million
0.11% of portfolio
|
Q1 2025
Added 95.42%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
16,997
shares
|
$1.43 Million
0.53% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
16,975
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
16,870
shares
|
$1.42 Million
0.49% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,799
shares
|
$1.41 Million
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
16,727
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
16,712
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
16,633
shares
|
$1.4 Million
0.48% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
16,601
shares
|
$1.4 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.79%
|