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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
1,276
shares
|
$107,375
0.08% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,260
shares
|
$106,029
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,239
shares
|
$104,261
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,209
shares
|
$101,737
0.0% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,209
shares
|
$101,737
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,197
shares
|
$100,727
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,195
shares
|
$100,559
0.01% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,159
shares
|
$97,529
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,149
shares
|
$96,688
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
1,114
shares
|
$93,743
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,100
shares
|
$92,565
0.13% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,085
shares
|
$91,302
0.03% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,065
shares
|
$89,619
0.09% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,040
shares
|
$87,516
0.02% of portfolio
|
Q4 2020
Added 36.48%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
1,038
shares
|
$87,347
0.05% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$84,150
0.05% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,000
shares
|
$84,150
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
999
shares
|
$84,065
0.01% of portfolio
|
Q3 2022
Reduced 6.64%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
991
shares
|
$83,392
0.08% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
945
shares
|
$79,521
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
928
shares
|
$78,091
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
911
shares
|
$76,660
0.02% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
887
shares
|
$74,641
0.01% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
885
shares
|
$74,472
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
830
shares
|
$69,844
0.07% of portfolio
|
Q1 2025
Added 220.46%
|