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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
11,572
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
11,528
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
11,522
shares
|
$1.09 Million
0.79% of portfolio
|
Q4 2021
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
11,503
shares
|
$1.09 Million
0.38% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,492
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
11,485
shares
|
$1.09 Million
0.18% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
11,482
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,361
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2025
Added 66.83%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
11,351
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
11,336
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
11,329
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
11,307
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
11,192
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
11,185
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,183
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.82%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
11,149
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11,097
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,084
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Added 155.39%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,066
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
11,016
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 24.54%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
11,000
shares
|
$1.04 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10,915
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2022
Added 8.4%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
10,872
shares
|
$1.03 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
10,849
shares
|
$1.03 Million
1.04% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
10,839
shares
|
$1.03 Million
1.11% of portfolio
|
Q3 2025
Reduced 59.69%
|
|