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 |
|---|---|---|---|---|---|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
8,533
shares
|
$807,392
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
8,511
shares
|
$805,310
0.09% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,492
shares
|
$803,513
0.05% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
8,488
shares
|
$803,134
0.02% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
8,478
shares
|
$802,188
0.17% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
8,445
shares
|
$799,065
0.06% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
8,439
shares
|
$798,498
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,426
shares
|
$797,268
0.04% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
8,399
shares
|
$794,713
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
8,397
shares
|
$794,524
0.11% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
8,395
shares
|
$794,334
0.14% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
8,393
shares
|
$794,145
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,388
shares
|
$793,672
0.9% of portfolio
|
Q4 2022
Reduced 7.18%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,363
shares
|
$791,307
0.1% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
8,344
shares
|
$789,509
0.05% of portfolio
|
Q2 2022
Added 6.97%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
8,344
shares
|
$789,509
0.03% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
8,312
shares
|
$786,481
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
8,307
shares
|
$786,008
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
8,301
shares
|
$785,440
0.33% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
8,298
shares
|
$785,156
0.03% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,228
shares
|
$778,533
0.04% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
8,226
shares
|
$778,344
0.08% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8,210
shares
|
$776,830
0.06% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
8,161
shares
|
$772,193
0.04% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
8,157
shares
|
$771,815
0.18% of portfolio
|
Q3 2025
Reduced 1.09%
|
|