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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
268
shares
|
$22,552
0.01% of portfolio
|
Q4 2021
Reduced 33.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
256
shares
|
$21,542
0.0% of portfolio
|
Q1 2021
Reduced 70.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
247
shares
|
$20,785
0.02% of portfolio
|
Q2 2024
Reduced 50.99%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
243
shares
|
$20,448
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
241
shares
|
$20,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
236
shares
|
$19,859
0.01% of portfolio
|
Q3 2024
Reduced 44.47%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
224
shares
|
$18,849
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
206
shares
|
$17,334
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$16,830
0.0% of portfolio
|
Q4 2019
Reduced 70.06%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$16,830
0.0% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
200
shares
|
$16,830
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
199
shares
|
$16,745
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
190
shares
|
$15,988
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
190
shares
|
$15,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
190
shares
|
$15,988
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
186
shares
|
$15,651
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
183
shares
|
$15,399
0.0% of portfolio
|
Q1 2025
Added 232.73%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
182
shares
|
$15,315
0.0% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
167
shares
|
$14,053
0.0% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
166
shares
|
$13,968
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
160
shares
|
$13,464
0.0% of portfolio
|
Q1 2023
Reduced 37.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
159
shares
|
$13,379
0.0% of portfolio
|
Q2 2024
Reduced 55.71%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
157
shares
|
$13,211
0.01% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$12,706
0.0% of portfolio
|
Q2 2022
Added 11.03%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
150
shares
|
$12,622
0.0% of portfolio
|
Q1 2025
New holding
|