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 |
|---|---|---|---|---|---|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
6,064
shares
|
$510,285
0.47% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,048
shares
|
$508,939
0.04% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
6,023
shares
|
$506,835
0.06% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
6,005
shares
|
$505,320
0.32% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
5,995
shares
|
$504,479
0.05% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,960
shares
|
$501,534
0.05% of portfolio
|
Q1 2022
Added 23.65%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,946
shares
|
$500,355
0.35% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,943
shares
|
$500,103
0.06% of portfolio
|
Q1 2022
Reduced 24.46%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
5,943
shares
|
$500,103
0.21% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
5,941
shares
|
$499,935
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,926
shares
|
$498,672
0.01% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
5,919
shares
|
$498,083
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
5,907
shares
|
$497,074
0.12% of portfolio
|
Q1 2025
Added 127.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,890
shares
|
$495,643
0.02% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
5,883
shares
|
$495,054
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
5,881
shares
|
$494,886
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
5,880
shares
|
$494,802
0.1% of portfolio
|
Q4 2024
Reduced 34.99%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
5,878
shares
|
$494,633
0.09% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
5,868
shares
|
$493,792
0.4% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
5,859
shares
|
$493,034
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,857
shares
|
$492,866
0.01% of portfolio
|
Q1 2025
Added 30.01%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,837
shares
|
$491,183
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
5,815
shares
|
$489,332
0.04% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
5,769
shares
|
$485,461
0.31% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
5,760
shares
|
$484,704
0.02% of portfolio
|
Q1 2025
Added 22.09%
|