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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
4,306
shares
|
$362,349
0.04% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,298
shares
|
$361,676
0.01% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$358,899
0.02% of portfolio
|
Q2 2021
Added 0.59%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
4,256
shares
|
$358,142
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,246
shares
|
$357,300
0.05% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
4,229
shares
|
$355,870
0.29% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
4,229
shares
|
$355,870
0.15% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,221
shares
|
$355,197
0.0% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
4,219
shares
|
$355,028
0.03% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
4,218
shares
|
$354,944
0.18% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,217
shares
|
$354,860
0.08% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
4,214
shares
|
$354,608
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,213
shares
|
$354,523
0.03% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
4,200
shares
|
$353,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
4,199
shares
|
$353,345
0.17% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
4,187
shares
|
$352,336
0.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
4,165
shares
|
$350,484
0.04% of portfolio
|
Q1 2023
Added 3.92%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
4,144
shares
|
$348,717
0.06% of portfolio
|
Q1 2024
Reduced 15.99%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,138
shares
|
$348,212
0.11% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,118
shares
|
$346,529
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,106
shares
|
$345,519
0.06% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
4,102
shares
|
$345,183
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,099
shares
|
$344,930
0.03% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
4,083
shares
|
$343,584
0.06% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,079
shares
|
$343,247
0.03% of portfolio
|
Q1 2025
Added 8.83%
|