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 1,538 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,711
shares
|
$143,980
0.06% 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%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,627
shares
|
$136,912
0.03% of portfolio
|
Q2 2024
Reduced 67.94%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,580
shares
|
$132,957
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,562
shares
|
$131,442
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,539
shares
|
$129,506
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,531
shares
|
$128,833
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,530
shares
|
$128,749
0.01% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
1,523
shares
|
$128,160
0.0% of portfolio
|
Q2 2024
Added 62.37%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
1,508
shares
|
$126,898
0.04% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
1,500
shares
|
$126,225
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,491
shares
|
$125,467
0.01% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,460
shares
|
$122,859
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,458
shares
|
$122,690
0.05% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,451
shares
|
$122,101
0.05% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,431
shares
|
$120,418
0.06% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,425
shares
|
$119,913
0.06% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,407
shares
|
$118,399
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,364
shares
|
$114,780
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,345
shares
|
$113,181
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,308
shares
|
$110,068
0.01% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,292
shares
|
$108,721
0.02% of portfolio
|
Q2 2024
Added 345.52%
|