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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
20,356
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
20,270
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2025
Reduced 2.77%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
20,235
shares
|
$1.91 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
20,191
shares
|
$1.91 Million
0.1% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
20,158
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
20,158
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
20,090
shares
|
$1.9 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
19,969
shares
|
$1.89 Million
0.09% of portfolio
|
Q3 2025
Added 1033.96%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
19,796
shares
|
$1.87 Million
0.75% of portfolio
|
Q3 2025
Reduced 49.72%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
19,725
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
19,701
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
19,581
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
19,569
shares
|
$1.85 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
19,546
shares
|
$1.85 Million
0.22% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
19,524
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
19,277
shares
|
$1.82 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
19,130
shares
|
$1.81 Million
0.1% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
19,094
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
18,992
shares
|
$1.8 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
18,842
shares
|
$1.78 Million
0.51% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
18,841
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
18,805
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
18,794
shares
|
$1.78 Million
0.87% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
18,761
shares
|
$1.78 Million
0.16% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
18,742
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 3.35%
|
|