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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
44,262
shares
|
$4.19 Million
1.79% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
44,167
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 44.77%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
44,132
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
44,043
shares
|
$4.17 Million
0.54% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
43,999
shares
|
$4.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
43,538
shares
|
$4.12 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
43,173
shares
|
$4.09 Million
0.06% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
42,982
shares
|
$4.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
42,793
shares
|
$4.05 Million
1.29% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
42,698
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
42,514
shares
|
$4.02 Million
0.28% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
41,382
shares
|
$3.92 Million
0.11% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
41,228
shares
|
$3.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,013
shares
|
$3.88 Million
0.07% of portfolio
|
Q3 2022
Added 169.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
40,476
shares
|
$3.83 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
40,476
shares
|
$3.83 Million
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
39,374
shares
|
$3.73 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
39,311
shares
|
$3.72 Million
0.12% of portfolio
|
Q3 2025
Reduced 50.18%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
39,251
shares
|
$3.71 Million
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
39,108
shares
|
$3.7 Million
0.9% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
39,103
shares
|
$3.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
38,920
shares
|
$3.68 Million
1.53% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
38,858
shares
|
$3.68 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
38,756
shares
|
$3.67 Million
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
38,205
shares
|
$3.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 39.8%
|
|