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 |
|---|---|---|---|---|---|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
6,581
shares
|
$553,791
0.14% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
6,571
shares
|
$552,949
0.36% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,479
shares
|
$545,207
0.05% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
6,458
shares
|
$543,440
0.15% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,449
shares
|
$542,683
0.04% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,441
shares
|
$542,010
0.03% of portfolio
|
Q1 2021
Reduced 18.47%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
6,333
shares
|
$532,921
0.09% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
6,316
shares
|
$531,491
0.05% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
6,301
shares
|
$530,229
0.22% of portfolio
|
Q3 2023
Reduced 18.71%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
6,273
shares
|
$527,872
0.35% of portfolio
|
Q4 2024
Added 126.22%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
6,254
shares
|
$526,274
0.22% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
6,250
shares
|
$525,937
0.03% of portfolio
|
Q1 2025
Added 261.06%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
6,222
shares
|
$523,581
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
6,220
shares
|
$523,413
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
6,217
shares
|
$523,160
0.21% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
6,208
shares
|
$522,403
0.02% of portfolio
|
Q3 2020
Reduced 7.73%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
6,200
shares
|
$521,730
0.02% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
6,191
shares
|
$520,972
0.19% of portfolio
|
Q1 2024
Reduced 25.39%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
6,180
shares
|
$520,047
0.04% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
6,170
shares
|
$519,205
0.16% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
6,132
shares
|
$516,007
0.27% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
6,129
shares
|
$515,755
0.75% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,120
shares
|
$514,998
0.02% of portfolio
|
Q3 2022
Reduced 26.93%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,105
shares
|
$513,735
0.05% of portfolio
|
Q1 2025
Reduced 32.34%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,096
shares
|
$512,978
0.01% of portfolio
|
Q1 2024
Reduced 5.16%
|