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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,859
shares
|
$240,584
0.01% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
2,858
shares
|
$240,500
0.09% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
2,850
shares
|
$239,827
0.16% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
2,843
shares
|
$239,238
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,843
shares
|
$239,238
0.01% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,836
shares
|
$238,649
0.03% of portfolio
|
Q1 2025
Added 1855.86%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,827
shares
|
$237,892
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,818
shares
|
$237,134
0.13% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
2,810
shares
|
$236,461
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
2,808
shares
|
$236,293
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
2,807
shares
|
$236,209
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,803
shares
|
$235,872
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
2,800
shares
|
$235,620
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
2,795
shares
|
$235,199
0.01% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
2,795
shares
|
$235,199
0.1% of portfolio
|
Q2 2024
Reduced 21.38%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
2,794
shares
|
$235,115
0.04% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
2,782
shares
|
$234,105
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
2,774
shares
|
$233,432
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
2,765
shares
|
$232,674
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,765
shares
|
$232,674
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,755
shares
|
$231,833
0.12% of portfolio
|
Q1 2025
Reduced 28.22%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
2,753
shares
|
$231,664
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
2,734
shares
|
$230,066
0.01% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,730
shares
|
$229,729
0.01% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,722
shares
|
$229,056
0.14% of portfolio
|
Q2 2021
Reduced 15.78%
|