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 |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
3,020
shares
|
$254,133
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
3,015
shares
|
$253,712
0.03% of portfolio
|
Q1 2025
Added 25.78%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,013
shares
|
$253,543
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
3,007
shares
|
$253,039
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
3,000
shares
|
$252,450
0.05% of portfolio
|
Q3 2023
Reduced 96.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3,000
shares
|
$252,450
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,975
shares
|
$250,346
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
2,974
shares
|
$250,262
0.01% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
2,964
shares
|
$249,420
0.02% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,963
shares
|
$249,336
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
2,960
shares
|
$249,084
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,958
shares
|
$248,915
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
2,948
shares
|
$248,074
0.13% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
2,944
shares
|
$247,737
0.05% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
2,943
shares
|
$247,653
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
2,930
shares
|
$246,559
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
2,924
shares
|
$246,054
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
2,915
shares
|
$245,297
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
2,909
shares
|
$244,792
0.04% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,902
shares
|
$244,203
0.11% of portfolio
|
Q1 2023
Reduced 8.66%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
2,902
shares
|
$244,203
0.01% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
2,896
shares
|
$243,698
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
2,889
shares
|
$243,109
0.16% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
2,870
shares
|
$241,510
0.05% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,868
shares
|
$241,342
0.1% of portfolio
|
Q4 2023
New holding
|