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 1,454 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $31.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
182
shares
|
$16,756
0.0% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
180
shares
|
$16,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
166
shares
|
$15,283
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
160
shares
|
$14,731
0.0% of portfolio
|
Q1 2023
Reduced 37.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
159
shares
|
$14,639
0.0% of portfolio
|
Q2 2024
Reduced 55.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
153
shares
|
$14,086
0.0% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$13,902
0.0% of portfolio
|
Q2 2022
Added 11.03%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
149
shares
|
$13,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
145
shares
|
$13,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
144
shares
|
$13,258
0.01% of portfolio
|
Q1 2023
Reduced 86.27%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
128
shares
|
$11,784
0.0% of portfolio
|
Q3 2023
Reduced 54.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
103
shares
|
$9,483
0.0% of portfolio
|
Q1 2024
Added 31.07%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
101
shares
|
$9,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$9,207
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
88
shares
|
$8,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
87
shares
|
$8,010
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
82
shares
|
$7,549
0.0% of portfolio
|
Q2 2024
Reduced 47.44%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
79
shares
|
$7,273
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
76
shares
|
$6,997
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
75
shares
|
$6,905
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
71
shares
|
$6,536
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
60
shares
|
$5,524
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
55
shares
|
$5,063
0.0% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
40
shares
|
$3,682
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
40
shares
|
$3,682
0.33% of portfolio
|
Q4 2024
Reduced 99.91%
|