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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
5,401
shares
|
$454,494
0.08% of portfolio
|
Q1 2025
Reduced 27.29%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,396
shares
|
$454,073
0.05% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
5,392
shares
|
$453,736
0.1% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
5,391
shares
|
$453,652
0.18% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,373
shares
|
$452,137
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
5,369
shares
|
$451,801
0.25% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
5,344
shares
|
$449,697
0.1% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
5,337
shares
|
$449,108
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
5,335
shares
|
$448,940
0.24% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
5,323
shares
|
$447,930
0.7% of portfolio
|
Q1 2025
Reduced 89.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,322
shares
|
$447,846
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,320
shares
|
$447,678
0.79% of portfolio
|
Q1 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,312
shares
|
$447,004
0.03% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,296
shares
|
$445,658
0.19% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
5,290
shares
|
$445,153
0.11% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
5,278
shares
|
$444,143
0.43% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,272
shares
|
$443,638
0.26% of portfolio
|
Q2 2022
Reduced 71.53%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,266
shares
|
$443,133
0.28% of portfolio
|
Q1 2021
Added 167.85%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,260
shares
|
$442,629
0.11% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
5,246
shares
|
$441,450
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
5,200
shares
|
$437,580
0.39% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
5,192
shares
|
$436,906
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,185
shares
|
$436,317
0.02% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,182
shares
|
$436,065
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
5,180
shares
|
$435,897
0.05% of portfolio
|
Q4 2023
Reduced 2.81%
|