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 |
|---|---|---|---|---|---|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
92,949
shares
|
$7.82 Million
1.51% of portfolio
|
Q1 2023
Added 15.13%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
92,515
shares
|
$7.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
92,050
shares
|
$7.75 Million
1.19% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
90,114
shares
|
$7.58 Million
2.96% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
89,367
shares
|
$7.52 Million
3.33% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
88,277
shares
|
$7.43 Million
0.6% of portfolio
|
Q1 2023
Reduced 0.39%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
88,239
shares
|
$7.43 Million
1.18% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
86,409
shares
|
$7.27 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
85,716
shares
|
$7.21 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
84,900
shares
|
$7.14 Million
3.89% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
84,652
shares
|
$7.12 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
83,491
shares
|
$7.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
83,262
shares
|
$7.01 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
82,962
shares
|
$6.98 Million
3.05% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
82,894
shares
|
$6.98 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
82,760
shares
|
$6.96 Million
0.06% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
82,131
shares
|
$6.91 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
81,405
shares
|
$6.85 Million
0.13% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
81,227
shares
|
$6.84 Million
0.03% of portfolio
|
Q4 2024
Added 523.48%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
80,983
shares
|
$6.81 Million
0.46% of portfolio
|
Q4 2024
Reduced 77.87%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
80,482
shares
|
$6.77 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
80,239
shares
|
$6.75 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
79,001
shares
|
$6.65 Million
0.25% of portfolio
|
Q1 2025
Reduced 44.77%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
78,480
shares
|
$6.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$6.59 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|