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 1,520 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
13,869
shares
|
$1.28 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
13,862
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
13,785
shares
|
$1.27 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
13,767
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
13,760
shares
|
$1.27 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
13,702
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,484
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,474
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
13,424
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,332
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
13,298
shares
|
$1.23 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
13,297
shares
|
$1.23 Million
0.24% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
13,220
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
13,173
shares
|
$1.22 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
13,158
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
13,042
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
12,993
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12,992
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,985
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 49.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,850
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
12,840
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2020
Reduced 33.96%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,737
shares
|
$1.18 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
12,700
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12,618
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
12,558
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Added 5.96%
|