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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
16,598
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
16,570
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,529
shares
|
$1.39 Million
0.39% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
16,432
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
16,432
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
16,418
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 39.83%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
16,214
shares
|
$1.36 Million
0.21% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
16,139
shares
|
$1.36 Million
0.17% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
16,094
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 91.12%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
16,066
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
16,049
shares
|
$1.35 Million
0.27% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
16,042
shares
|
$1.35 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
15,987
shares
|
$1.35 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,975
shares
|
$1.34 Million
0.69% of portfolio
|
Q4 2021
Reduced 0.16%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
15,933
shares
|
$1.34 Million
1.2% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
15,912
shares
|
$1.34 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,866
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
15,813
shares
|
$1.33 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
15,809
shares
|
$1.33 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
15,798
shares
|
$1.33 Million
0.13% of portfolio
|
Q4 2024
Added 33.78%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
15,768
shares
|
$1.33 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
15,711
shares
|
$1.32 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
15,623
shares
|
$1.31 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
15,590
shares
|
$1.31 Million
0.15% of portfolio
|
Q1 2022
Reduced 10.97%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
15,496
shares
|
$1.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.88%
|