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 |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,835
shares
|
$322,715
0.12% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
3,835
shares
|
$322,715
0.05% of portfolio
|
Q1 2025
Reduced 63.99%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
3,825
shares
|
$321,873
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
3,822
shares
|
$321,621
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,821
shares
|
$321,537
0.05% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
3,814
shares
|
$320,948
0.23% of portfolio
|
Q2 2023
Reduced 13.73%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
3,811
shares
|
$320,695
0.1% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,810
shares
|
$320,611
0.01% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
3,806
shares
|
$320,274
0.11% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
3,800
shares
|
$319,770
0.22% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
3,786
shares
|
$318,591
0.18% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,784
shares
|
$318,423
0.04% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
3,779
shares
|
$318,002
0.14% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,749
shares
|
$315,478
0.02% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
3,743
shares
|
$314,973
0.03% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
3,726
shares
|
$313,542
0.14% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
3,722
shares
|
$313,206
0.07% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
3,717
shares
|
$312,785
0.11% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
3,716
shares
|
$312,701
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
3,700
shares
|
$311,355
0.15% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
3,680
shares
|
$309,672
0.37% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,669
shares
|
$308,746
0.01% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
3,668
shares
|
$308,662
0.0% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
3,659
shares
|
$307,904
0.12% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
3,654
shares
|
$307,484
0.08% of portfolio
|
Q2 2022
Added 0.03%
|