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 |
|---|---|---|---|---|---|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
152,264
shares
|
$12.8 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
152,055
shares
|
$12.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
151,268
shares
|
$12.7 Million
0.56% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
149,466
shares
|
$12.6 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
146,724
shares
|
$12.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
144,238
shares
|
$12.1 Million
0.12% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
144,178
shares
|
$12.1 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
142,435
shares
|
$12 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
141,744
shares
|
$11.9 Million
0.17% of portfolio
|
Q2 2023
Reduced 18.19%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
138,545
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
138,482
shares
|
$11.7 Million
0.31% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
137,879
shares
|
$11.6 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
135,572
shares
|
$11.4 Million
0.12% of portfolio
|
Q1 2025
Added 26.33%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
134,383
shares
|
$11.3 Million
1.16% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
133,785
shares
|
$11.3 Million
0.46% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
133,578
shares
|
$11.2 Million
0.14% of portfolio
|
Q1 2025
Added 35.25%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
129,629
shares
|
$10.9 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
128,561
shares
|
$10.8 Million
3.84% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
126,666
shares
|
$10.7 Million
3.96% of portfolio
|
Q1 2025
Added 36.81%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
125,026
shares
|
$10.5 Million
4.41% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
123,426
shares
|
$10.4 Million
7.17% of portfolio
|
Q1 2025
Added 5344.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
122,112
shares
|
$10.3 Million
0.37% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
120,129
shares
|
$10.1 Million
0.42% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
119,344
shares
|
$10 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
119,254
shares
|
$10 Million
0.15% of portfolio
|
Q4 2024
Added 1.47%
|