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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
18,712
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
18,687
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
18,659
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2025
Reduced 32.38%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
18,541
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
18,509
shares
|
$1.75 Million
0.42% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
18,481
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18,346
shares
|
$1.74 Million
0.1% of portfolio
|
Q2 2024
Reduced 32.98%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
18,340
shares
|
$1.74 Million
0.85% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
18,222
shares
|
$1.72 Million
0.92% of portfolio
|
Q2 2023
Added 2.43%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
18,211
shares
|
$1.72 Million
0.58% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,163
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2022
Reduced 35.46%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
18,133
shares
|
$1.72 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,997
shares
|
$1.7 Million
0.7% of portfolio
|
Q1 2023
Added 1.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
17,811
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
17,809
shares
|
$1.69 Million
0.85% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
17,790
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
17,757
shares
|
$1.68 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
17,708
shares
|
$1.68 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
17,704
shares
|
$1.68 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
17,694
shares
|
$1.67 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
17,669
shares
|
$1.67 Million
0.12% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
17,638
shares
|
$1.67 Million
0.11% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
17,613
shares
|
$1.67 Million
0.39% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
17,562
shares
|
$1.66 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
17,547
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2025
Reduced 11.89%
|
|