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 1,537 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 $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
6,273
shares
|
$540,418
0.38% of portfolio
|
Q4 2024
Added 126.22%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,257
shares
|
$539,040
0.04% of portfolio
|
Q1 2024
Added 5.96%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
6,245
shares
|
$538,006
0.15% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,232
shares
|
$536,886
0.21% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,215
shares
|
$535,422
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
6,208
shares
|
$534,819
0.02% of portfolio
|
Q3 2020
Reduced 7.73%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
6,200
shares
|
$534,130
0.02% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
6,191
shares
|
$533,354
0.19% of portfolio
|
Q1 2024
Reduced 25.39%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,188
shares
|
$533,096
0.17% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
6,167
shares
|
$531,287
0.14% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
6,158
shares
|
$530,511
0.17% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
6,124
shares
|
$527,582
0.35% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
6,120
shares
|
$527,238
0.02% of portfolio
|
Q3 2022
Reduced 26.93%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
6,105
shares
|
$525,945
0.55% of portfolio
|
Q1 2024
Reduced 24.68%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
6,096
shares
|
$525,170
0.01% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
6,083
shares
|
$524,050
0.02% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
6,045
shares
|
$520,776
0.0% of portfolio
|
Q4 2024
Added 288.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,045
shares
|
$520,776
0.03% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
6,005
shares
|
$517,330
0.34% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
6,000
shares
|
$516,900
0.08% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
5,998
shares
|
$516,727
0.09% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
5,995
shares
|
$516,469
0.05% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
5,986
shares
|
$515,693
0.24% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,976
shares
|
$514,832
0.03% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
5,960
shares
|
$513,454
0.05% of portfolio
|
Q1 2022
Added 23.65%
|