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 |
|---|---|---|---|---|---|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
12,929
shares
|
$1.22 Million
0.59% of portfolio
|
Q3 2025
Reduced 48.33%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
12,871
shares
|
$1.22 Million
0.77% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
12,848
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,790
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
12,754
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
12,680
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Added 334.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,614
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
12,603
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
12,536
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,484
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
12,451
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 139.9%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
12,319
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
12,208
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
12,198
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
12,187
shares
|
$1.15 Million
0.23% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
12,144
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
12,054
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
12,010
shares
|
$1.14 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
11,995
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
11,959
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
11,846
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
11,710
shares
|
$1.11 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,689
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
11,689
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
11,654
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 84.46%
|
|