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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
14,406
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
14,396
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
14,220
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
14,193
shares
|
$1.34 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
14,001
shares
|
$1.32 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
13,973
shares
|
$1.32 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
13,913
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
13,903
shares
|
$1.32 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Ehrenkranz Partners L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,898
shares
|
$1.32 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
13,897
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
13,724
shares
|
$1.3 Million
0.84% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
13,713
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
13,684
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2025
Added 35.74%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
13,655
shares
|
$1.29 Million
0.3% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
13,591
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
13,484
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,474
shares
|
$1.27 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
13,467
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
13,410
shares
|
$1.27 Million
1.02% of portfolio
|
Q2 2025
Added 478.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
13,234
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
13,186
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.06%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
13,144
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
13,122
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
13,084
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2025
Added 55.82%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
12,961
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2025
Added 0.97%
|
|