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 1,520 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
6,730
shares
|
$621,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
6,712
shares
|
$619,517
0.23% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
6,686
shares
|
$617,117
0.0% of portfolio
|
Q4 2024
Reduced 50.56%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,685
shares
|
$617,025
0.05% of portfolio
|
Q4 2022
Reduced 26.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,685
shares
|
$617,025
0.02% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
6,676
shares
|
$616,194
0.39% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,656
shares
|
$614,348
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,607
shares
|
$609,826
0.05% of portfolio
|
Q2 2023
Reduced 26.42%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,600
shares
|
$609,180
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
6,588
shares
|
$608,072
0.0% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,585
shares
|
$607,795
0.03% of portfolio
|
Q4 2024
Reduced 46.14%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
6,504
shares
|
$600,319
0.05% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
6,483
shares
|
$598,380
0.15% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,479
shares
|
$598,011
0.05% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,441
shares
|
$594,504
0.03% of portfolio
|
Q1 2021
Reduced 18.47%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
6,439
shares
|
$594,319
0.04% of portfolio
|
Q2 2022
Added 32.76%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
6,409
shares
|
$591,550
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
6,396
shares
|
$590,350
0.21% of portfolio
|
Q4 2023
Reduced 17.53%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,371
shares
|
$588,043
0.21% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
6,370
shares
|
$587,951
0.0% of portfolio
|
Q4 2022
Reduced 7.32%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6,369
shares
|
$587,858
0.05% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,360
shares
|
$587,028
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
6,301
shares
|
$581,582
0.2% of portfolio
|
Q3 2023
Reduced 18.71%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
6,273
shares
|
$578,997
0.38% of portfolio
|
Q4 2024
Added 126.22%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,257
shares
|
$577,521
0.04% of portfolio
|
Q1 2024
Added 5.96%
|