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 |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
60,091
shares
|
$5.69 Million
0.77% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
59,663
shares
|
$5.65 Million
0.26% of portfolio
|
Q3 2025
Added 745.32%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
59,489
shares
|
$5.63 Million
0.1% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
59,304
shares
|
$5.61 Million
0.79% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
58,754
shares
|
$5.56 Million
0.11% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
58,719
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
58,333
shares
|
$5.52 Million
1.73% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
58,202
shares
|
$5.51 Million
3.34% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
58,017
shares
|
$5.49 Million
0.55% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
57,950
shares
|
$5.48 Million
0.44% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
57,634
shares
|
$5.45 Million
0.37% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
57,307
shares
|
$5.42 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
56,874
shares
|
$5.38 Million
0.62% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
56,475
shares
|
$5.34 Million
2.32% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
56,415
shares
|
$5.34 Million
0.49% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
56,297
shares
|
$5.33 Million
1.82% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
56,215
shares
|
$5.32 Million
0.51% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
55,923
shares
|
$5.29 Million
0.25% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
54,774
shares
|
$5.18 Million
0.1% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
54,646
shares
|
$5.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
54,289
shares
|
$5.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
54,197
shares
|
$5.13 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
54,061
shares
|
$5.12 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
53,043
shares
|
$5.02 Million
2.46% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
52,828
shares
|
$5 Million
1.02% of portfolio
|
Q4 2021
New holding
|
|