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 1,527 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 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
|
$353,970
0.12% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
3,835
shares
|
$353,970
0.18% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
3,825
shares
|
$353,047
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
3,822
shares
|
$352,770
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,821
shares
|
$352,678
0.05% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
3,814
shares
|
$352,032
0.24% of portfolio
|
Q2 2023
Reduced 13.73%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
3,800
shares
|
$350,740
0.21% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,785
shares
|
$349,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
3,784
shares
|
$349,263
0.05% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
3,779
shares
|
$348,801
0.16% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
3,776
shares
|
$348,524
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,749
shares
|
$346,032
0.03% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,748
shares
|
$345,940
0.03% of portfolio
|
Q4 2024
Reduced 33.97%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
3,723
shares
|
$343,632
0.1% of portfolio
|
Q4 2024
Added 31.09%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
3,722
shares
|
$343,540
0.07% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
3,716
shares
|
$342,986
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
3,700
shares
|
$341,510
0.15% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,680
shares
|
$339,664
0.06% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
3,659
shares
|
$337,725
0.12% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,656
shares
|
$337,448
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
3,654
shares
|
$337,264
0.08% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,623
shares
|
$334,402
0.14% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,623
shares
|
$334,402
0.09% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,618
shares
|
$333,941
0.08% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,616
shares
|
$333,756
0.1% of portfolio
|
Q4 2024
New holding
|