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 |
|---|---|---|---|---|---|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
9,249
shares
|
$778,303
0.19% of portfolio
|
Q4 2024
Added 92.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
9,239
shares
|
$777,461
0.05% of portfolio
|
Q1 2025
Added 58.12%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,204
shares
|
$774,516
0.02% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
9,160
shares
|
$770,814
0.61% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
9,158
shares
|
$770,645
0.32% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
9,122
shares
|
$767,616
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,118
shares
|
$767,279
0.35% of portfolio
|
Q1 2023
Reduced 1.89%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
9,080
shares
|
$764,082
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
9,053
shares
|
$761,809
0.05% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
9,049
shares
|
$761,473
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
9,027
shares
|
$759,622
0.02% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
9,017
shares
|
$758,780
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
8,988
shares
|
$756,340
0.07% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
8,936
shares
|
$751,964
0.15% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
8,914
shares
|
$750,113
0.33% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
8,908
shares
|
$749,608
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
8,902
shares
|
$749,103
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,873
shares
|
$746,662
0.4% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,853
shares
|
$744,979
0.01% of portfolio
|
Q4 2022
Added 140.24%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
8,838
shares
|
$743,717
0.37% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
8,823
shares
|
$742,455
0.06% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,752
shares
|
$736,480
0.02% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,724
shares
|
$734,124
0.06% of portfolio
|
Q2 2024
Added 366.52%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
8,719
shares
|
$733,703
0.04% of portfolio
|
Q1 2025
Reduced 43.61%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
8,700
shares
|
$732,105
0.21% of portfolio
|
Q3 2023
Reduced 1.81%
|