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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
403
shares
|
$33,912
0.0% of portfolio
|
Q2 2024
Added 50.94%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
399
shares
|
$33,575
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
388
shares
|
$32,650
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
380
shares
|
$31,977
0.0% of portfolio
|
Q4 2022
Reduced 85.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$31,051
0.01% of portfolio
|
Q4 2024
Added 392.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
367
shares
|
$30,883
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
366
shares
|
$30,798
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$30,798
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$30,798
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
360
shares
|
$30,294
0.01% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
360
shares
|
$30,294
0.0% of portfolio
|
Q1 2025
Reduced 92.86%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
358
shares
|
$30,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
348
shares
|
$29,284
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
343
shares
|
$28,863
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
337
shares
|
$28,358
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
331
shares
|
$27,853
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
330
shares
|
$27,769
0.0% of portfolio
|
Q4 2024
Reduced 48.52%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
320
shares
|
$26,928
0.02% of portfolio
|
Q1 2024
Reduced 86.21%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
320
shares
|
$26,928
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
300
shares
|
$25,245
0.01% of portfolio
|
Q1 2019
Reduced 25.0%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
300
shares
|
$25,245
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$25,245
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
295
shares
|
$24,824
0.0% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
285
shares
|
$23,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
275
shares
|
$23,141
0.0% of portfolio
|
Q4 2024
New holding
|