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 |
|---|---|---|---|---|---|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
2,716
shares
|
$228,551
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
2,703
shares
|
$227,457
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
2,702
shares
|
$227,373
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
2,700
shares
|
$227,205
0.04% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,700
shares
|
$227,205
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
2,700
shares
|
$227,205
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
2,685
shares
|
$225,942
0.05% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,684
shares
|
$225,858
0.05% of portfolio
|
Q2 2022
Reduced 94.06%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
2,676
shares
|
$225,185
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
2,675
shares
|
$225,101
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,673
shares
|
$224,932
0.02% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
2,668
shares
|
$224,512
0.22% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Brandywine Trust CO
Hockessin, DE |
May 14, 2025 Q1 2025 |
2,667
shares
|
$224,428
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
2,666
shares
|
$224,343
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,664
shares
|
$224,175
0.01% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,664
shares
|
$224,175
0.01% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,658
shares
|
$223,670
0.0% of portfolio
|
Q1 2025
Reduced 47.57%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,640
shares
|
$222,156
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,609
shares
|
$219,547
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
2,608
shares
|
$219,463
0.04% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
2,604
shares
|
$219,126
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,595
shares
|
$218,369
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,595
shares
|
$218,369
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,593
shares
|
$218,200
0.04% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
2,578
shares
|
$216,938
0.05% of portfolio
|
Q1 2025
Added 1.18%
|