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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
37,802
shares
|
$3.58 Million
0.02% of portfolio
|
Q4 2025
Added 553.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
37,554
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
37,512
shares
|
$3.55 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
37,480
shares
|
$3.55 Million
0.18% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
37,479
shares
|
$3.55 Million
0.07% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
37,312
shares
|
$3.53 Million
0.06% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
37,092
shares
|
$3.51 Million
1.51% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
36,779
shares
|
$3.48 Million
0.12% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
36,693
shares
|
$3.47 Million
0.45% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
36,600
shares
|
$3.46 Million
1.05% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
36,343
shares
|
$3.44 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
36,009
shares
|
$3.41 Million
0.49% of portfolio
|
Q3 2023
Reduced 5.96%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
35,742
shares
|
$3.38 Million
0.2% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,726
shares
|
$3.38 Million
0.15% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
35,602
shares
|
$3.37 Million
1.0% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
35,597
shares
|
$3.37 Million
1.15% of portfolio
|
Q4 2025
Added 5.64%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
35,515
shares
|
$3.36 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
35,471
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
35,448
shares
|
$3.35 Million
0.84% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
35,328
shares
|
$3.34 Million
0.54% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
35,196
shares
|
$3.33 Million
0.14% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,178
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
35,162
shares
|
$3.33 Million
0.03% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
35,040
shares
|
$3.32 Million
0.16% of portfolio
|
Q3 2025
Added 8.06%
|
|