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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,678
shares
|
$726,492
0.05% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,641
shares
|
$722,991
0.03% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
7,632
shares
|
$722,139
0.29% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
7,602
shares
|
$719,301
0.07% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
7,592
shares
|
$718,355
0.1% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
7,553
shares
|
$714,664
0.02% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,531
shares
|
$712,583
0.07% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
7,529
shares
|
$712,393
0.26% of portfolio
|
Q2 2025
Added 55.62%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
7,510
shares
|
$710,596
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
7,490
shares
|
$708,703
0.04% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
7,481
shares
|
$707,852
0.1% of portfolio
|
Q3 2023
Reduced 10.26%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
7,478
shares
|
$707,568
0.29% of portfolio
|
Q4 2025
Added 35.59%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
7,397
shares
|
$699,904
0.22% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
7,364
shares
|
$696,781
0.55% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
7,334
shares
|
$693,943
0.3% of portfolio
|
Q3 2025
Added 27.17%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
7,309
shares
|
$691,577
0.22% of portfolio
|
Q3 2025
Added 73.24%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
7,306
shares
|
$691,293
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
7,299
shares
|
$690,631
0.04% of portfolio
|
Q3 2023
Added 62.42%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
7,283
shares
|
$689,117
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
7,274
shares
|
$688,265
0.26% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,259
shares
|
$686,846
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
7,259
shares
|
$686,846
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
7,250
shares
|
$685,995
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
7,239
shares
|
$684,954
0.12% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
7,217
shares
|
$682,872
0.09% of portfolio
|
Q3 2025
Added 114.79%
|
|