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 1,520 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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,024
shares
|
$279,115
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
3,024
shares
|
$279,115
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
3,020
shares
|
$278,746
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,008
shares
|
$277,638
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
3,000
shares
|
$276,900
0.05% of portfolio
|
Q3 2023
Reduced 96.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$276,900
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,975
shares
|
$274,592
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,974
shares
|
$274,500
0.01% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,968
shares
|
$273,946
0.03% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
2,964
shares
|
$273,577
0.02% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,963
shares
|
$273,484
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,963
shares
|
$273,484
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,960
shares
|
$273,208
0.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,958
shares
|
$273,023
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
2,948
shares
|
$272,100
0.12% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
2,943
shares
|
$271,638
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,938
shares
|
$271,177
0.0% of portfolio
|
Q4 2024
Added 52.7%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
2,924
shares
|
$269,885
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,923
shares
|
$269,792
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
2,915
shares
|
$269,054
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,905
shares
|
$268,131
0.02% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,904
shares
|
$268,039
0.03% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,902
shares
|
$267,854
0.11% of portfolio
|
Q1 2023
Reduced 8.66%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,896
shares
|
$267,300
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
2,889
shares
|
$266,654
0.17% of portfolio
|
Q1 2024
Reduced 25.21%
|