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 |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,680
shares
|
$898,722
0.02% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
10,679
shares
|
$898,637
0.03% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
10,672
shares
|
$898,048
0.07% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
10,629
shares
|
$894,430
0.09% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,628
shares
|
$894,346
0.13% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
10,600
shares
|
$891,990
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,565
shares
|
$889,044
0.44% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
10,539
shares
|
$886,856
0.3% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
10,532
shares
|
$886,267
0.12% of portfolio
|
Q1 2025
Added 135.62%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
10,528
shares
|
$885,931
0.72% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
10,524
shares
|
$885,594
0.45% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
10,482
shares
|
$882,060
0.11% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
10,480
shares
|
$881,892
0.07% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
10,449
shares
|
$879,283
0.43% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
10,394
shares
|
$874,655
0.05% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
10,323
shares
|
$868,680
0.11% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
10,314
shares
|
$867,923
0.06% of portfolio
|
Q1 2025
Reduced 33.65%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
10,231
shares
|
$860,938
0.08% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
10,222
shares
|
$860,181
0.12% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
10,211
shares
|
$859,255
0.17% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
10,168
shares
|
$855,637
0.11% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,118
shares
|
$851,429
0.03% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
10,073
shares
|
$847,642
0.46% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
10,072
shares
|
$847,558
0.13% of portfolio
|
Q2 2023
Reduced 1.95%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,048
shares
|
$845,539
0.09% of portfolio
|
Q1 2025
Added 9.0%
|