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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
10,830
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
10,706
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
10,669
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,628
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
10,617
shares
|
$1 Million
0.2% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
10,602
shares
|
$1 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
10,600
shares
|
$1 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
10,581
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 55.01%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
10,576
shares
|
$1 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,565
shares
|
$999,660
0.44% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
10,551
shares
|
$998,335
0.26% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
10,475
shares
|
$991,144
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
10,419
shares
|
$985,845
0.19% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
10,412
shares
|
$985,183
0.75% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
10,394
shares
|
$983,480
0.05% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
10,341
shares
|
$978,465
0.09% of portfolio
|
Q3 2025
Reduced 28.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
10,332
shares
|
$977,613
0.07% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
10,231
shares
|
$968,057
0.08% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
10,223
shares
|
$967,300
0.39% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
10,126
shares
|
$958,122
0.05% of portfolio
|
Q3 2025
Added 274.76%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
10,112
shares
|
$956,797
1.42% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
10,108
shares
|
$956,418
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
10,048
shares
|
$950,741
0.02% of portfolio
|
Q4 2025
Reduced 6.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
9,992
shares
|
$945,443
0.13% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
9,974
shares
|
$943,739
0.48% of portfolio
|
Q4 2024
New holding
|
|