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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
15,458
shares
|
$1.3 Million
0.16% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
15,432
shares
|
$1.3 Million
0.55% of portfolio
|
Q4 2018
Added 285.99%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,262
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 106.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
15,262
shares
|
$1.28 Million
0.3% of portfolio
|
Q4 2019
Added 14.92%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
15,248
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
15,242
shares
|
$1.28 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
15,212
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,196
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
15,168
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.27%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
15,144
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
15,142
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
Added 41.62%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
15,103
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
15,056
shares
|
$1.27 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
15,055
shares
|
$1.27 Million
0.2% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,028
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Added 49.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,931
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
14,861
shares
|
$1.25 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.07%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
14,747
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
14,725
shares
|
$1.24 Million
0.91% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
14,570
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
14,534
shares
|
$1.22 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
14,522
shares
|
$1.22 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
14,323
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
14,278
shares
|
$1.2 Million
0.44% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
14,270
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 165.59%
|