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 |
|---|---|---|---|---|---|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
148
shares
|
$12,454
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
144
shares
|
$12,117
0.01% of portfolio
|
Q1 2023
Reduced 86.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
131
shares
|
$11,023
0.0% of portfolio
|
Q4 2024
Added 59.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
128
shares
|
$10,771
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
128
shares
|
$10,771
0.0% of portfolio
|
Q3 2023
Reduced 54.77%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
126
shares
|
$10,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
124
shares
|
$10,434
0.0% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
109
shares
|
$9,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
108
shares
|
$9,088
0.01% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$8,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94
shares
|
$7,910
0.0% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
94
shares
|
$7,910
0.0% of portfolio
|
Q1 2025
Reduced 94.81%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
92
shares
|
$7,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
87
shares
|
$7,321
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
85
shares
|
$7,152
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
83
shares
|
$6,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
79
shares
|
$6,647
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
76
shares
|
$6,395
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
72
shares
|
$6,058
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
71
shares
|
$5,974
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
60
shares
|
$5,049
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
49
shares
|
$4,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
40
shares
|
$3,366
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
39
shares
|
$3,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
39
shares
|
$3,281
0.0% of portfolio
|
Q1 2023
New holding
|