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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
24,765
shares
|
$2.34 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
24,585
shares
|
$2.33 Million
0.56% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
24,378
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
24,038
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
23,898
shares
|
$2.26 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
23,809
shares
|
$2.25 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
23,731
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
23,513
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2025
Reduced 6.42%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
23,507
shares
|
$2.22 Million
0.71% of portfolio
|
Q2 2025
Added 47.73%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
23,482
shares
|
$2.22 Million
0.97% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
23,396
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
23,308
shares
|
$2.21 Million
0.52% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
23,246
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
23,202
shares
|
$2.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
23,194
shares
|
$2.19 Million
0.37% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
23,192
shares
|
$2.19 Million
1.29% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
22,889
shares
|
$2.17 Million
0.35% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
22,871
shares
|
$2.16 Million
0.79% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
22,842
shares
|
$2.16 Million
2.32% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
22,832
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
22,540
shares
|
$2.13 Million
0.43% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
22,481
shares
|
$2.13 Million
0.36% of portfolio
|
Q4 2025
Reduced 24.33%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
22,377
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
22,375
shares
|
$2.12 Million
0.57% of portfolio
|
Q3 2025
Added 0.41%
|
|