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 |
|---|---|---|---|---|---|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
9,323
shares
|
$882,142
0.1% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
9,265
shares
|
$876,654
0.03% of portfolio
|
Q4 2025
Added 39.18%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
9,240
shares
|
$874,288
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
9,217
shares
|
$872,112
0.09% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
9,158
shares
|
$866,529
0.29% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
9,142
shares
|
$865,016
0.79% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,118
shares
|
$862,745
0.35% of portfolio
|
Q1 2023
Reduced 1.89%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
9,081
shares
|
$859,244
0.06% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
9,052
shares
|
$856,500
0.27% of portfolio
|
Q4 2025
Added 1.83%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
9,021
shares
|
$853,567
0.01% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,017
shares
|
$853,188
0.48% of portfolio
|
Q4 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
9,010
shares
|
$852,526
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
8,977
shares
|
$849,403
0.06% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
8,913
shares
|
$843,348
0.02% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,897
shares
|
$841,834
0.39% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
8,894
shares
|
$841,550
0.38% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
8,859
shares
|
$838,238
0.2% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
8,798
shares
|
$832,466
0.44% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
8,758
shares
|
$828,681
0.58% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,749
shares
|
$827,830
0.2% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,737
shares
|
$826,694
0.01% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
8,724
shares
|
$825,464
0.07% of portfolio
|
Q2 2024
Added 366.52%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
8,700
shares
|
$823,194
0.22% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
8,635
shares
|
$817,043
0.08% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
8,633
shares
|
$816,854
0.05% of portfolio
|
Q3 2025
Added 1.74%
|
|