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 |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,688
shares
|
$394,495
0.05% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
4,669
shares
|
$392,896
0.04% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
4,617
shares
|
$388,520
0.19% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
4,600
shares
|
$387,090
0.15% of portfolio
|
Q4 2024
Added 18300.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,591
shares
|
$386,332
0.06% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
4,588
shares
|
$386,080
0.0% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,584
shares
|
$385,743
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
4,557
shares
|
$383,471
0.12% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,556
shares
|
$383,387
0.01% of portfolio
|
Q1 2025
Added 50.16%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
4,553
shares
|
$383,134
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
4,529
shares
|
$381,115
0.0% of portfolio
|
Q1 2025
Reduced 25.08%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
4,520
shares
|
$380,358
0.06% of portfolio
|
Q1 2024
Added 56.67%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
4,483
shares
|
$377,244
0.01% of portfolio
|
Q1 2025
Added 31.16%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
4,450
shares
|
$374,467
0.08% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
4,437
shares
|
$373,373
0.13% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
4,421
shares
|
$372,027
0.02% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,409
shares
|
$371,017
0.02% of portfolio
|
Q4 2021
Added 29.33%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,407
shares
|
$370,849
0.05% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
4,393
shares
|
$369,670
0.19% of portfolio
|
Q2 2023
Reduced 35.33%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
4,375
shares
|
$368,156
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
4,364
shares
|
$367,230
0.04% of portfolio
|
Q1 2024
Reduced 7.54%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,358
shares
|
$366,725
0.07% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
4,331
shares
|
$364,453
0.02% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
4,321
shares
|
$363,612
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
4,313
shares
|
$362,938
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|