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 |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
16,292
shares
|
$1.54 Million
0.26% of portfolio
|
Q4 2025
Added 6.73%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,264
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
16,214
shares
|
$1.53 Million
0.2% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
16,067
shares
|
$1.52 Million
1.22% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
16,047
shares
|
$1.52 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,975
shares
|
$1.51 Million
0.69% of portfolio
|
Q4 2021
Reduced 0.16%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
15,942
shares
|
$1.51 Million
0.16% of portfolio
|
Q2 2025
Added 51.37%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
15,901
shares
|
$1.5 Million
0.36% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
15,871
shares
|
$1.5 Million
1.03% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,866
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
15,823
shares
|
$1.5 Million
1.36% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
15,809
shares
|
$1.5 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
15,798
shares
|
$1.49 Million
0.12% of portfolio
|
Q4 2024
Added 33.78%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
15,617
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
15,590
shares
|
$1.48 Million
0.15% of portfolio
|
Q1 2022
Reduced 10.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
15,499
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 179.92%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
15,432
shares
|
$1.46 Million
0.55% of portfolio
|
Q4 2018
Added 285.99%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
15,349
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,262
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 106.66%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
15,248
shares
|
$1.44 Million
0.24% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
15,227
shares
|
$1.44 Million
0.14% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
15,212
shares
|
$1.44 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
15,211
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2025
Added 1.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,196
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
15,178
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.84%
|
|