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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
17,542
shares
|
$1.66 Million
1.06% of portfolio
|
Q3 2025
Added 20.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
17,511
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
17,471
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
17,449
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
17,403
shares
|
$1.65 Million
0.43% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
17,402
shares
|
$1.65 Million
0.09% of portfolio
|
Q4 2025
Added 16.78%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
17,236
shares
|
$1.63 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
17,170
shares
|
$1.62 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,166
shares
|
$1.62 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
17,110
shares
|
$1.62 Million
1.21% of portfolio
|
Q3 2025
Added 282.0%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
16,921
shares
|
$1.6 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
16,870
shares
|
$1.6 Million
0.44% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
16,850
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,799
shares
|
$1.59 Million
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
16,709
shares
|
$1.58 Million
1.01% of portfolio
|
Q3 2025
Reduced 17.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
16,700
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
16,683
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
16,576
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Added 47.26%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
16,570
shares
|
$1.57 Million
0.1% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
16,541
shares
|
$1.57 Million
0.17% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,529
shares
|
$1.56 Million
0.39% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
16,499
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
16,484
shares
|
$1.56 Million
0.31% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
16,484
shares
|
$1.56 Million
0.09% of portfolio
|
Q3 2025
Added 88.6%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
16,336
shares
|
$1.55 Million
0.25% of portfolio
|
Q4 2025
Added 3.96%
|
|