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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,793
shares
|
$165,493
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,770
shares
|
$163,371
0.06% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
1,758
shares
|
$162,263
0.05% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,757
shares
|
$162,171
0.34% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,738
shares
|
$160,417
0.01% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,731
shares
|
$159,771
0.01% of portfolio
|
Q4 2024
Reduced 88.73%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,711
shares
|
$157,925
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,696
shares
|
$156,540
0.0% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,680
shares
|
$155,064
0.02% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,672
shares
|
$154,325
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,666
shares
|
$153,771
0.01% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,634
shares
|
$150,818
0.06% of portfolio
|
Q4 2024
Added 172.33%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,627
shares
|
$150,172
0.03% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,622
shares
|
$149,710
0.01% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,579
shares
|
$145,741
0.01% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,539
shares
|
$142,049
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,529
shares
|
$141,126
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
1,523
shares
|
$140,572
0.0% of portfolio
|
Q2 2024
Added 62.37%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,491
shares
|
$137,619
0.01% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,460
shares
|
$134,758
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
1,431
shares
|
$132,081
0.06% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,425
shares
|
$131,527
0.06% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,379
shares
|
$127,281
0.01% of portfolio
|
Q4 2024
Added 32.09%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,364
shares
|
$125,897
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,345
shares
|
$124,143
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|