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 |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
9,961
shares
|
$942,509
0.03% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
9,934
shares
|
$939,955
0.16% of portfolio
|
Q3 2025
Added 109.84%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
9,927
shares
|
$939,292
0.17% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
9,925
shares
|
$939,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,865
shares
|
$933,426
0.04% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
9,855
shares
|
$932,480
0.05% of portfolio
|
Q4 2025
Added 3.28%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,769
shares
|
$924,342
0.94% of portfolio
|
Q4 2021
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,756
shares
|
$923,112
0.25% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
9,723
shares
|
$919,990
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
9,663
shares
|
$914,313
0.18% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
9,660
shares
|
$914,029
0.06% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
9,631
shares
|
$911,285
0.05% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
9,618
shares
|
$910,055
0.47% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
9,609
shares
|
$909,203
0.04% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,608
shares
|
$909,108
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
9,556
shares
|
$904,188
0.38% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
9,518
shares
|
$900,593
0.11% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,496
shares
|
$898,511
0.06% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
9,460
shares
|
$895,105
0.07% of portfolio
|
Q3 2025
Added 58.72%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
9,431
shares
|
$892,361
0.24% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
9,427
shares
|
$891,982
0.06% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
9,400
shares
|
$889,428
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
9,398
shares
|
$889,238
0.05% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
9,362
shares
|
$885,832
0.06% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,360
shares
|
$885,643
0.03% of portfolio
|
Q3 2025
Reduced 25.92%
|
|