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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
2,456
shares
|
$206,672
0.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
2,453
shares
|
$206,419
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
2,448
shares
|
$205,999
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
2,442
shares
|
$205,494
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
May 15, 2025 Q1 2025 |
2,429
shares
|
$204,400
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,425
shares
|
$204,063
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
2,422
shares
|
$203,811
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,414
shares
|
$203,138
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
2,410
shares
|
$202,801
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
2,384
shares
|
$200,613
0.11% of portfolio
|
Q1 2025
Added 22.01%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
2,375
shares
|
$199,856
0.03% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
2,373
shares
|
$199,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,371
shares
|
$199,519
0.01% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
2,368
shares
|
$199,267
0.09% of portfolio
|
Q3 2024
Added 97.33%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
2,354
shares
|
$198,089
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,352
shares
|
$197,920
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,330
shares
|
$196,069
0.13% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
2,325
shares
|
$195,648
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,323
shares
|
$195,480
0.09% of portfolio
|
Q3 2024
Added 117.92%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
2,317
shares
|
$194,975
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
2,288
shares
|
$192,535
0.12% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,268
shares
|
$190,852
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,247
shares
|
$189,085
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,221
shares
|
$186,897
0.08% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,200
shares
|
$185,130
0.04% of portfolio
|
Q1 2022
Reduced 16.25%
|