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 1,644 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
80,704
shares
|
$7.64 Million
3.7% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
80,192
shares
|
$7.59 Million
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
79,961
shares
|
$7.57 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
78,479
shares
|
$7.43 Million
0.11% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
78,451
shares
|
$7.42 Million
0.11% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
78,427
shares
|
$7.42 Million
0.18% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$7.41 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
78,162
shares
|
$7.4 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
78,101
shares
|
$7.39 Million
0.17% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
77,392
shares
|
$7.32 Million
1.35% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
76,810
shares
|
$7.27 Million
6.09% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
75,824
shares
|
$7.17 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
75,744
shares
|
$7.17 Million
0.1% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
75,479
shares
|
$7.14 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
75,142
shares
|
$7.11 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
73,774
shares
|
$6.98 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
73,710
shares
|
$6.97 Million
1.3% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
72,191
shares
|
$6.83 Million
2.11% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
71,226
shares
|
$6.74 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
71,209
shares
|
$6.74 Million
0.69% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
71,083
shares
|
$6.73 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
70,637
shares
|
$6.68 Million
0.08% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
70,141
shares
|
$6.64 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
69,685
shares
|
$6.59 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
69,257
shares
|
$6.55 Million
3.28% of portfolio
|
Q3 2025
Reduced 0.29%
|
|