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 1,560 institutions that hold shares in the stock, with a total of 380 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
184,749
shares
|
$17.1 Million
6.84% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
183,336
shares
|
$17 Million
0.1% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
183,040
shares
|
$17 Million
5.18% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
182,529
shares
|
$16.9 Million
0.1% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
178,051
shares
|
$16.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
177,822
shares
|
$16.5 Million
0.69% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
176,731
shares
|
$16.4 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
171,251
shares
|
$15.9 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
169,617
shares
|
$15.7 Million
0.22% of portfolio
|
Q4 2023
Added 31.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
168,411
shares
|
$15.6 Million
0.18% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
167,953
shares
|
$15.6 Million
0.16% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
167,623
shares
|
$15.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
165,655
shares
|
$15.4 Million
3.41% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
165,398
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
163,843
shares
|
$15.2 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
161,824
shares
|
$15 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
161,558
shares
|
$15 Million
1.43% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
161,368
shares
|
$15 Million
2.59% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
160,971
shares
|
$14.9 Million
2.73% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
159,973
shares
|
$14.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
158,391
shares
|
$14.7 Million
0.92% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
155,757
shares
|
$14.4 Million
12.47% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
154,484
shares
|
$14.3 Million
0.05% of portfolio
|
Q1 2025
Added 15.62%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
154,057
shares
|
$14.3 Million
3.33% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
152,264
shares
|
$14.1 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.65%
|