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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
766
shares
|
$64,458
0.0% of portfolio
|
Q2 2021
Reduced 7.15%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
766
shares
|
$64,458
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
757
shares
|
$63,701
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
750
shares
|
$63,112
0.04% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
749
shares
|
$63,028
0.03% of portfolio
|
Q3 2022
Reduced 3.6%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
749
shares
|
$63,028
0.05% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
738
shares
|
$62,102
0.02% of portfolio
|
Q1 2025
Added 58.37%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
700
shares
|
$58,905
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
687
shares
|
$57,811
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
675
shares
|
$56,801
0.03% of portfolio
|
Q3 2024
Added 219.91%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
667
shares
|
$56,128
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
649
shares
|
$54,613
0.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
639
shares
|
$53,771
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
638
shares
|
$53,687
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
619
shares
|
$52,088
0.0% of portfolio
|
Q2 2024
Added 69.13%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
611
shares
|
$51,415
0.05% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
610
shares
|
$51,331
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
604
shares
|
$50,826
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
600
shares
|
$50,490
0.02% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
580
shares
|
$48,807
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
562
shares
|
$47,292
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
560
shares
|
$47,124
0.02% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
560
shares
|
$47,124
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
544
shares
|
$45,777
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
535
shares
|
$45,020
0.0% of portfolio
|
Q1 2025
Added 0.19%
|