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 |
|---|---|---|---|---|---|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
15,169
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.86%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
15,168
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.27%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
15,166
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
15,141
shares
|
$1.43 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
15,134
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 156.25%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
15,067
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
15,056
shares
|
$1.42 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
15,042
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
15,011
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2025
Added 6.13%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
14,861
shares
|
$1.41 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
14,760
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,756
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Added 17.3%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
14,756
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2025
Added 3561.54%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
14,752
shares
|
$1.4 Million
0.42% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
14,750
shares
|
$1.4 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
14,710
shares
|
$1.39 Million
0.43% of portfolio
|
Q4 2025
Reduced 3.84%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
14,669
shares
|
$1.39 Million
0.17% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
14,648
shares
|
$1.39 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
14,635
shares
|
$1.38 Million
0.39% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
14,593
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2025
Reduced 6.11%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
14,507
shares
|
$1.37 Million
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,469
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
14,467
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
14,463
shares
|
$1.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
14,433
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|