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 |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
8,679
shares
|
$730,337
0.29% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
8,674
shares
|
$729,917
0.06% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
8,646
shares
|
$727,560
0.35% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
8,642
shares
|
$727,224
0.25% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
8,617
shares
|
$725,120
0.09% of portfolio
|
Q1 2025
Added 46.87%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,608
shares
|
$724,363
0.03% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
8,606
shares
|
$724,194
0.29% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
8,589
shares
|
$722,764
0.05% of portfolio
|
Q1 2025
Reduced 62.76%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,580
shares
|
$722,007
0.04% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,576
shares
|
$721,670
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
8,563
shares
|
$720,576
0.18% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
8,533
shares
|
$718,051
0.73% of portfolio
|
Q3 2023
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
8,511
shares
|
$716,200
0.09% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
8,488
shares
|
$714,265
0.02% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,485
shares
|
$714,012
0.02% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
8,483
shares
|
$713,844
0.05% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
8,449
shares
|
$710,983
0.12% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
8,425
shares
|
$708,963
0.01% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
8,408
shares
|
$707,533
0.05% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
8,400
shares
|
$706,860
0.0% of portfolio
|
Q1 2025
Reduced 87.98%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
8,399
shares
|
$706,775
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
8,397
shares
|
$706,607
0.12% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,388
shares
|
$705,850
0.9% of portfolio
|
Q4 2022
Reduced 7.18%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
8,363
shares
|
$703,746
0.09% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
8,344
shares
|
$702,147
0.05% of portfolio
|
Q2 2022
Added 6.97%
|