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 |
|---|---|---|---|---|---|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
2,868
shares
|
$264,716
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
2,859
shares
|
$263,885
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,856
shares
|
$263,608
0.05% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
2,850
shares
|
$263,055
0.17% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
2,847
shares
|
$262,778
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
2,839
shares
|
$262,039
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,826
shares
|
$260,839
0.12% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
2,810
shares
|
$259,363
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
2,808
shares
|
$259,178
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
2,807
shares
|
$259,086
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,800
shares
|
$258,440
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,795
shares
|
$257,978
0.01% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,795
shares
|
$257,978
0.1% of portfolio
|
Q2 2024
Reduced 21.38%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
2,771
shares
|
$255,763
0.14% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
2,753
shares
|
$254,101
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
2,734
shares
|
$252,348
0.05% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,726
shares
|
$251,609
0.04% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
2,722
shares
|
$251,240
0.14% of portfolio
|
Q2 2021
Reduced 15.78%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
2,720
shares
|
$251,056
0.06% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
2,711
shares
|
$250,225
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,707
shares
|
$249,856
0.18% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
2,703
shares
|
$249,486
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
2,702
shares
|
$249,394
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,700
shares
|
$249,210
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
2,700
shares
|
$249,210
0.11% of portfolio
|
Q1 2024
New holding
|