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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,958
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
12,878
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 86.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,864
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
12,791
shares
|
$1.08 Million
1.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
12,737
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
12,663
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Added 411.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
12,622
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
12,536
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
12,511
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
12,497
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,484
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
12,459
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 29.02%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
12,416
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
12,385
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
12,337
shares
|
$1.04 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
12,259
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 86.08%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,244
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
12,189
shares
|
$1.03 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,179
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,112
shares
|
$1.02 Million
0.26% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
12,074
shares
|
$1.02 Million
0.75% of portfolio
|
Q2 2024
Reduced 24.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
12,057
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
12,040
shares
|
$1.01 Million
0.17% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
11,994
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Select Equity Group, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
11,749
shares
|
$988,678
0.01% of portfolio
|
Q1 2025
Added 16.23%
|