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 |
|---|---|---|---|---|---|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
4,077
shares
|
$343,079
0.35% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
4,076
shares
|
$342,995
0.04% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
4,068
shares
|
$342,322
0.03% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,047
shares
|
$340,555
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
4,042
shares
|
$340,134
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,040
shares
|
$339,966
0.03% of portfolio
|
Q3 2022
Reduced 53.29%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
4,035
shares
|
$339,545
0.05% of portfolio
|
Q1 2025
Reduced 32.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,033
shares
|
$339,376
0.01% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
4,025
shares
|
$338,703
0.13% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,022
shares
|
$338,451
0.04% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
4,013
shares
|
$337,693
0.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
4,001
shares
|
$336,684
0.15% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
4,001
shares
|
$336,684
0.13% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$336,600
0.0% of portfolio
|
Q2 2022
Reduced 20.79%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
4,000
shares
|
$336,600
0.13% of portfolio
|
Q4 2024
Reduced 35.44%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,961
shares
|
$333,318
0.01% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
3,960
shares
|
$333,234
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,932
shares
|
$330,877
0.01% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
3,900
shares
|
$328,185
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,888
shares
|
$327,175
0.06% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,887
shares
|
$327,091
0.1% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
3,884
shares
|
$326,838
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,874
shares
|
$325,997
0.25% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
3,870
shares
|
$325,660
0.11% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
3,837
shares
|
$322,883
0.08% of portfolio
|
Q1 2025
Reduced 1.89%
|