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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
39
shares
|
$3,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
33
shares
|
$2,776
0.0% of portfolio
|
Q3 2022
Reduced 86.59%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
31
shares
|
$2,608
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
28
shares
|
$2,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$2,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
25
shares
|
$2,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
May 14, 2025 Q1 2025 |
24
shares
|
$2,019
0.0% of portfolio
|
Q1 2025
Reduced 73.91%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
24
shares
|
$2,019
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
22
shares
|
$1,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
22
shares
|
$1,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
20
shares
|
$1,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
19
shares
|
$1,598
0.0% of portfolio
|
Q3 2022
Reduced 51.28%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
17
shares
|
$1,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
17
shares
|
$1,430
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
16
shares
|
$1,346
0.0% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
14
shares
|
$1,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
10
shares
|
$841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
10
shares
|
$841
0.45% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
9
shares
|
$757
0.0% of portfolio
|
Q2 2024
Reduced 78.57%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
8
shares
|
$673
0.0% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
8
shares
|
$673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
5
shares
|
$420
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
5
shares
|
$420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
1
shares
|
$84
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|