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 1,538 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
480,495
shares
|
$40.4 Million
0.37% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
470,498
shares
|
$39.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
466,847
shares
|
$39.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
451,878
shares
|
$38 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
443,833
shares
|
$37.3 Million
5.43% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
435,961
shares
|
$36.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
419,485
shares
|
$35.3 Million
0.09% of portfolio
|
Q4 2024
Added 164.2%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
401,619
shares
|
$33.8 Million
0.53% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
396,580
shares
|
$33.4 Million
4.96% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
394,998
shares
|
$33.2 Million
0.2% of portfolio
|
Q1 2025
Added 116.4%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
392,589
shares
|
$33 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
391,021
shares
|
$32.9 Million
4.77% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
385,232
shares
|
$32.4 Million
7.24% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
377,344
shares
|
$31.8 Million
0.25% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
352,427
shares
|
$29.7 Million
3.75% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
351,295
shares
|
$29.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
330,614
shares
|
$27.8 Million
19.66% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
325,882
shares
|
$27.4 Million
0.1% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
323,140
shares
|
$27.2 Million
4.24% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
318,651
shares
|
$26.8 Million
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
314,807
shares
|
$26.5 Million
0.22% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
304,531
shares
|
$25.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
289,884
shares
|
$24.4 Million
2.53% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
288,810
shares
|
$24.3 Million
0.09% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
286,017
shares
|
$24.1 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.78%
|