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 |
|---|---|---|---|---|---|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
4,930
shares
|
$414,859
0.13% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
4,877
shares
|
$410,399
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,858
shares
|
$408,800
0.0% of portfolio
|
Q1 2025
Added 19.48%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
4,858
shares
|
$408,800
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
4,840
shares
|
$407,286
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
4,838
shares
|
$407,117
0.17% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
4,835
shares
|
$406,865
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
4,834
shares
|
$406,781
0.2% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,825
shares
|
$406,023
0.06% of portfolio
|
Q2 2024
Added 286.0%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
4,804
shares
|
$404,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
4,765
shares
|
$400,974
0.0% of portfolio
|
Q4 2024
Reduced 20.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
4,756
shares
|
$400,217
0.02% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
4,752
shares
|
$399,880
0.19% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
4,743
shares
|
$399,123
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
4,740
shares
|
$398,871
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,740
shares
|
$398,871
0.0% of portfolio
|
Q2 2020
Reduced 61.88%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,731
shares
|
$398,113
0.04% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
4,717
shares
|
$396,935
0.3% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
4,716
shares
|
$396,851
0.08% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
4,712
shares
|
$396,514
0.2% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
4,712
shares
|
$396,514
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,711
shares
|
$396,430
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
4,710
shares
|
$396,346
0.32% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
4,704
shares
|
$395,841
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
4,696
shares
|
$395,168
0.14% of portfolio
|
Q1 2025
Reduced 26.58%
|