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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
521
shares
|
$43,842
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
518
shares
|
$43,589
0.02% of portfolio
|
Q3 2024
Reduced 35.01%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
516
shares
|
$43,421
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
516
shares
|
$43,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
512
shares
|
$43,084
0.01% of portfolio
|
Q1 2025
Added 54.22%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
512
shares
|
$43,084
0.01% of portfolio
|
Q4 2024
Added 54.22%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
509
shares
|
$42,832
0.01% of portfolio
|
Q2 2024
Reduced 23.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
503
shares
|
$42,327
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
501
shares
|
$42,159
0.03% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
500
shares
|
$42,075
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
496
shares
|
$41,738
0.0% of portfolio
|
Q1 2025
Reduced 70.75%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
496
shares
|
$41,738
0.03% of portfolio
|
Q4 2018
Added 892.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
480
shares
|
$40,392
0.02% of portfolio
|
Q2 2020
Added 30.43%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
468
shares
|
$39,382
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
468
shares
|
$39,382
0.01% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
460
shares
|
$38,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
458
shares
|
$38,540
0.02% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
448
shares
|
$37,699
0.01% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
429
shares
|
$36,100
0.01% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
427
shares
|
$35,932
0.03% of portfolio
|
Q4 2024
Added 50.35%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
427
shares
|
$35,932
0.03% of portfolio
|
Q4 2024
Added 50.35%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
426
shares
|
$35,847
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
418
shares
|
$35,174
0.01% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
416
shares
|
$35,006
0.02% of portfolio
|
Q4 2024
Reduced 32.25%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
416
shares
|
$35,006
0.02% of portfolio
|
Q4 2023
New holding
|