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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
22,290
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2025
Reduced 31.41%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
22,280
shares
|
$2.11 Million
0.11% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
22,200
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
22,150
shares
|
$2.1 Million
0.14% of portfolio
|
Q4 2025
Reduced 2.77%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
22,086
shares
|
$2.09 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
21,979
shares
|
$2.08 Million
0.24% of portfolio
|
Q2 2024
Added 363.4%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
21,723
shares
|
$2.06 Million
0.08% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
21,720
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2025
Added 28.26%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
21,649
shares
|
$2.05 Million
0.39% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
21,637
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
21,331
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
21,290
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
21,223
shares
|
$2.01 Million
0.12% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
21,102
shares
|
$2 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
21,068
shares
|
$1.99 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
21,015
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
20,963
shares
|
$1.98 Million
0.1% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
20,727
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2025
Added 194.0%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
20,712
shares
|
$1.96 Million
1.13% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
20,708
shares
|
$1.96 Million
1.18% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
20,598
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2025
Reduced 73.93%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
20,453
shares
|
$1.94 Million
0.39% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
20,446
shares
|
$1.93 Million
0.67% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
20,424
shares
|
$1.93 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
20,397
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.56%
|
|