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 |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
9,961
shares
|
$838,218
0.03% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
9,940
shares
|
$836,451
0.47% of portfolio
|
Q2 2024
Added 14.64%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
9,927
shares
|
$835,357
0.17% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
9,925
shares
|
$835,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
9,862
shares
|
$829,887
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,769
shares
|
$822,061
0.94% of portfolio
|
Q4 2021
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,756
shares
|
$820,967
0.25% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
9,678
shares
|
$814,403
0.4% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
9,654
shares
|
$812,384
0.15% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
9,638
shares
|
$811,037
0.18% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
9,610
shares
|
$808,681
0.01% of portfolio
|
Q1 2025
Reduced 54.6%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,608
shares
|
$808,513
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
9,600
shares
|
$807,840
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
9,562
shares
|
$804,642
0.06% of portfolio
|
Q1 2025
Added 67.96%
|
|
|
New South Capital Management Inc
Memphis, TN |
Apr 28, 2025 Q1 2025 |
9,530
shares
|
$801,949
0.04% of portfolio
|
Q1 2025
Reduced 93.94%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
9,520
shares
|
$801,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,509
shares
|
$800,182
0.34% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
9,489
shares
|
$798,499
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
9,412
shares
|
$792,019
0.17% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
9,391
shares
|
$790,252
0.06% of portfolio
|
Q1 2025
Added 37.86%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,346
shares
|
$786,465
0.05% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
9,324
shares
|
$784,614
0.02% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
9,320
shares
|
$784,278
0.27% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
9,298
shares
|
$782,426
0.11% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,284
shares
|
$781,248
0.03% of portfolio
|
Q1 2025
Reduced 0.36%
|