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 1,535 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $31.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,394
shares
|
$285,605
0.06% of portfolio
|
Q2 2024
Reduced 18.1%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
3,385
shares
|
$284,847
0.03% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,384
shares
|
$284,763
0.04% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
3,377
shares
|
$284,174
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,360
shares
|
$282,744
0.04% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
3,359
shares
|
$282,659
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
3,347
shares
|
$281,650
0.05% of portfolio
|
Q4 2024
Reduced 57.94%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
3,335
shares
|
$280,640
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,334
shares
|
$280,556
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
3,329
shares
|
$280,135
0.14% of portfolio
|
Q2 2024
Added 49.95%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
3,316
shares
|
$279,041
0.18% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,300
shares
|
$277,695
0.02% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
3,275
shares
|
$275,591
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,264
shares
|
$274,665
0.04% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,255
shares
|
$273,908
0.09% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,250
shares
|
$273,487
0.0% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
3,245
shares
|
$273,066
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
3,239
shares
|
$272,561
0.29% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,237
shares
|
$272,393
0.03% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
3,216
shares
|
$270,626
0.01% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
3,206
shares
|
$269,784
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
3,194
shares
|
$268,775
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
3,180
shares
|
$267,597
0.27% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
3,178
shares
|
$267,428
0.25% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
3,160
shares
|
$265,914
0.05% of portfolio
|
Q2 2021
New holding
|