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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
25
shares
|
$2,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
25
shares
|
$2,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
24
shares
|
$2,224
0.0% of portfolio
|
Q1 2025
Reduced 73.91%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
24
shares
|
$2,224
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
22
shares
|
$2,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
20
shares
|
$1,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
19
shares
|
$1,760
0.0% of portfolio
|
Q3 2022
Reduced 51.28%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
17
shares
|
$1,575
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
16
shares
|
$1,482
0.0% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
14
shares
|
$1,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
10
shares
|
$926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
10
shares
|
$926
0.45% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
9
shares
|
$834
0.0% of portfolio
|
Q2 2024
Reduced 78.57%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
8
shares
|
$741
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
5
shares
|
$463
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
5
shares
|
$463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
4
shares
|
$370
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
2
shares
|
$185
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2
shares
|
$185
0.0% of portfolio
|
Q2 2025
Reduced 88.24%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
1
shares
|
$92
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|