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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
118,375
shares
|
$11 Million
0.01% of portfolio
|
Q1 2025
Added 74.91%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
118,275
shares
|
$11 Million
5.37% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
116,374
shares
|
$10.8 Million
1.64% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
115,764
shares
|
$10.7 Million
7.43% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
115,611
shares
|
$10.7 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
114,870
shares
|
$10.6 Million
0.22% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
113,546
shares
|
$10.5 Million
4.47% of portfolio
|
Q2 2023
Reduced 4.51%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
112,459
shares
|
$10.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
112,296
shares
|
$10.4 Million
0.75% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
106,590
shares
|
$9.88 Million
6.37% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
106,120
shares
|
$9.83 Million
0.23% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
105,971
shares
|
$9.82 Million
0.3% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
105,360
shares
|
$9.76 Million
7.28% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
102,492
shares
|
$9.5 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
100,494
shares
|
$9.31 Million
10.45% of portfolio
|
Q1 2025
Reduced 31.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,797
shares
|
$9.25 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
99,594
shares
|
$9.23 Million
0.95% of portfolio
|
Q1 2025
Added 31.72%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
98,033
shares
|
$9.08 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
96,534
shares
|
$8.95 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
96,429
shares
|
$8.94 Million
0.76% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
96,356
shares
|
$8.93 Million
0.84% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
95,708
shares
|
$8.87 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
94,444
shares
|
$8.75 Million
0.99% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
93,443
shares
|
$8.66 Million
1.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
92,949
shares
|
$8.61 Million
1.51% of portfolio
|
Q1 2023
Added 15.13%
|