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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
3,639
shares
|
$306,221
0.06% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3,623
shares
|
$304,875
0.09% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
3,608
shares
|
$303,613
0.02% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
3,588
shares
|
$301,930
0.08% of portfolio
|
Q1 2024
Added 16.64%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,573
shares
|
$300,667
0.11% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
D. Scott Neal, Inc.
|
Apr 11, 2025 Q1 2025 |
3,560
shares
|
$299,574
0.17% of portfolio
|
Q3 2023
Reduced 37.38%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
3,558
shares
|
$299,405
0.05% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
3,537
shares
|
$297,638
0.04% of portfolio
|
Q4 2024
Reduced 68.77%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,524
shares
|
$296,544
0.02% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,522
shares
|
$296,376
0.14% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
3,522
shares
|
$296,376
0.14% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
3,516
shares
|
$295,871
0.01% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
3,499
shares
|
$294,440
0.02% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
3,499
shares
|
$294,440
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
3,486
shares
|
$293,346
0.23% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
3,485
shares
|
$293,262
0.01% of portfolio
|
Q1 2025
Added 28.55%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
3,484
shares
|
$293,178
0.71% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
3,478
shares
|
$292,673
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
3,453
shares
|
$290,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
3,448
shares
|
$290,149
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,447
shares
|
$290,065
0.02% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
3,408
shares
|
$286,783
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,404
shares
|
$286,446
0.1% of portfolio
|
Q2 2023
Reduced 19.79%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,400
shares
|
$286,110
0.07% of portfolio
|
Q4 2022
Reduced 7.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,394
shares
|
$285,605
0.06% of portfolio
|
Q2 2024
Reduced 18.1%
|