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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
8,344
shares
|
$702,147
0.03% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
8,296
shares
|
$698,108
0.08% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
8,286
shares
|
$697,266
0.05% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
8,204
shares
|
$690,366
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
8,202
shares
|
$690,198
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
8,149
shares
|
$685,738
0.06% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,080
shares
|
$679,932
0.12% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,055
shares
|
$677,828
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,034
shares
|
$676,061
0.04% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
7,963
shares
|
$670,086
0.14% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
7,932
shares
|
$667,477
0.14% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,922
shares
|
$666,636
0.05% of portfolio
|
Q3 2024
Added 29.91%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
7,902
shares
|
$664,953
0.05% of portfolio
|
Q1 2022
Reduced 1.54%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
7,901
shares
|
$664,869
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
7,900
shares
|
$664,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
7,870
shares
|
$662,260
0.22% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
7,804
shares
|
$656,706
0.06% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
7,792
shares
|
$655,696
0.08% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
7,791
shares
|
$655,612
0.22% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
7,780
shares
|
$654,687
0.18% of portfolio
|
Q3 2019
Reduced 6.85%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,779
shares
|
$654,602
0.05% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
7,769
shares
|
$653,761
0.05% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
7,749
shares
|
$652,078
0.05% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
7,732
shares
|
$650,647
0.06% of portfolio
|
Q1 2025
Added 53.78%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
7,690
shares
|
$647,113
0.32% of portfolio
|
Q1 2025
Added 0.03%
|