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 |
|---|---|---|---|---|---|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
30,766
shares
|
$2.91 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
30,758
shares
|
$2.91 Million
1.58% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,614
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
30,170
shares
|
$2.85 Million
0.12% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
29,919
shares
|
$2.83 Million
1.44% of portfolio
|
Q4 2025
Added 7.65%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
29,850
shares
|
$2.82 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
29,709
shares
|
$2.81 Million
0.1% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
29,651
shares
|
$2.81 Million
0.9% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
29,502
shares
|
$2.79 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
29,463
shares
|
$2.79 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
29,244
shares
|
$2.77 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
29,219
shares
|
$2.76 Million
0.32% of portfolio
|
Q4 2025
Added 4.69%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
29,128
shares
|
$2.76 Million
0.3% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
29,075
shares
|
$2.75 Million
0.1% of portfolio
|
Q3 2025
Reduced 80.62%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
28,861
shares
|
$2.73 Million
1.11% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
28,500
shares
|
$2.7 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
28,291
shares
|
$2.68 Million
0.32% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
28,244
shares
|
$2.67 Million
1.44% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
28,181
shares
|
$2.67 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
28,043
shares
|
$2.65 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
28,028
shares
|
$2.65 Million
0.18% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,930
shares
|
$2.64 Million
0.07% of portfolio
|
Q4 2023
Added 4.17%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
27,902
shares
|
$2.64 Million
0.76% of portfolio
|
Q1 2023
Added 9.46%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
27,899
shares
|
$2.64 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
27,841
shares
|
$2.63 Million
2.22% of portfolio
|
Q3 2025
Added 2.35%
|
|