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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
52,570
shares
|
$4.97 Million
0.16% of portfolio
|
Q1 2023
Added 4.17%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
52,214
shares
|
$4.94 Million
2.56% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
52,017
shares
|
$4.92 Million
0.17% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
51,739
shares
|
$4.9 Million
1.48% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
51,625
shares
|
$4.88 Million
0.11% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
51,439
shares
|
$4.87 Million
0.14% of portfolio
|
Q2 2020
Added 7.01%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
50,432
shares
|
$4.77 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
49,972
shares
|
$4.73 Million
0.24% of portfolio
|
Q3 2025
Added 311.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
49,680
shares
|
$4.7 Million
0.08% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
49,400
shares
|
$4.67 Million
1.66% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
49,147
shares
|
$4.65 Million
1.18% of portfolio
|
Q4 2025
Added 5.8%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
49,118
shares
|
$4.65 Million
1.88% of portfolio
|
Q3 2025
Reduced 39.95%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
48,780
shares
|
$4.62 Million
0.84% of portfolio
|
Q2 2021
Reduced 1.69%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
48,271
shares
|
$4.57 Million
0.5% of portfolio
|
Q4 2025
Added 24.39%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
47,811
shares
|
$4.52 Million
0.47% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
47,667
shares
|
$4.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
47,114
shares
|
$4.46 Million
1.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
46,541
shares
|
$4.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
46,300
shares
|
$4.38 Million
0.39% of portfolio
|
Q3 2025
Reduced 18.14%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
45,962
shares
|
$4.35 Million
1.62% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
45,847
shares
|
$4.34 Million
0.03% of portfolio
|
Q3 2025
Added 26.74%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
45,756
shares
|
$4.33 Million
0.31% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
45,615
shares
|
$4.32 Million
1.47% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
45,434
shares
|
$4.3 Million
1.25% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
45,246
shares
|
$4.28 Million
1.72% of portfolio
|
Q3 2025
Added 1.6%
|
|