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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,144
shares
|
$180,417
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
2,136
shares
|
$179,744
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,094
shares
|
$176,210
0.03% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,076
shares
|
$174,695
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
2,054
shares
|
$172,844
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,024
shares
|
$170,319
0.03% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,954
shares
|
$164,429
0.1% of portfolio
|
Q4 2024
Reduced 41.95%
|
|
|
Spence Asset Management
|
Apr 24, 2025 Q1 2025 |
1,943
shares
|
$163,503
0.04% of portfolio
|
Q3 2024
Reduced 78.54%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,938
shares
|
$163,082
0.04% of portfolio
|
Q1 2025
Added 57.95%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,895
shares
|
$159,464
0.05% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,895
shares
|
$159,464
0.09% of portfolio
|
Q4 2022
Added 23.37%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1,892
shares
|
$159,211
0.13% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,872
shares
|
$157,528
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,845
shares
|
$155,256
0.01% of portfolio
|
Q4 2022
Added 177.86%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,840
shares
|
$154,836
0.02% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,822
shares
|
$153,321
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,809
shares
|
$152,227
0.06% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,805
shares
|
$151,890
0.09% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,762
shares
|
$148,272
0.46% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,741
shares
|
$146,505
0.07% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,711
shares
|
$143,980
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,690
shares
|
$142,213
0.01% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,672
shares
|
$140,698
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,666
shares
|
$140,193
0.01% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,638
shares
|
$137,837
0.01% of portfolio
|
Q1 2025
Added 0.99%
|