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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
27,840
shares
|
$2.63 Million
0.13% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
27,813
shares
|
$2.63 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
27,232
shares
|
$2.58 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
27,182
shares
|
$2.57 Million
0.32% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
27,066
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
26,975
shares
|
$2.55 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Ht Partners LLC
|
Oct 23, 2025 Q3 2025 |
26,956
shares
|
$2.55 Million
0.8% of portfolio
|
Q4 2020
Added 666.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,877
shares
|
$2.54 Million
0.18% of portfolio
|
Q4 2022
Added 3.49%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
26,875
shares
|
$2.54 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
26,848
shares
|
$2.54 Million
0.42% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
26,774
shares
|
$2.53 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
26,613
shares
|
$2.52 Million
0.27% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
26,450
shares
|
$2.5 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
26,391
shares
|
$2.5 Million
0.15% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
26,160
shares
|
$2.48 Million
0.14% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
25,875
shares
|
$2.45 Million
0.05% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
25,842
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Added 32.64%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
25,653
shares
|
$2.43 Million
0.19% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
25,425
shares
|
$2.41 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,353
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 34.64%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
25,214
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 99.61%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
24,986
shares
|
$2.36 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
24,962
shares
|
$2.36 Million
0.57% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
24,774
shares
|
$2.34 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
24,771
shares
|
$2.34 Million
0.42% of portfolio
|
Q3 2025
Added 1.18%
|
|