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 1,641 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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,996,398
shares
|
$189 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.6%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
1,970,116
shares
|
$186 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,733,034
shares
|
$164 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,679,622
shares
|
$159 Million
0.24% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
1,578,799
shares
|
$149 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
1,498,045
shares
|
$142 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,454,215
shares
|
$138 Million
0.08% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,406,458
shares
|
$133 Million
0.06% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
1,289,642
shares
|
$122 Million
2.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,156,445
shares
|
$109 Million
6.65% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,130,482
shares
|
$107 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
1,122,081
shares
|
$106 Million
1.27% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,087,317
shares
|
$103 Million
4.86% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,069,948
shares
|
$101 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,054,593
shares
|
$99.8 Million
0.55% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,036,468
shares
|
$98.1 Million
0.13% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,034,929
shares
|
$97.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
964,150
shares
|
$91.2 Million
8.34% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
928,293
shares
|
$87.8 Million
3.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
928,121
shares
|
$87.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
918,943
shares
|
$87 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
906,760
shares
|
$85.8 Million
1.32% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
889,118
shares
|
$84.1 Million
2.55% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
877,534
shares
|
$83 Million
1.67% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
874,123
shares
|
$82.7 Million
5.25% of portfolio
|
Q3 2025
Added 0.28%
|
|