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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
6,783
shares
|
$641,807
0.15% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
6,767
shares
|
$640,293
0.53% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
6,739
shares
|
$637,644
0.02% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
6,696
shares
|
$633,575
0.35% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
6,686
shares
|
$632,629
0.38% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,685
shares
|
$632,534
0.05% of portfolio
|
Q4 2022
Reduced 26.01%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
6,643
shares
|
$628,560
0.25% of portfolio
|
Q4 2025
Reduced 78.41%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
6,610
shares
|
$625,438
0.11% of portfolio
|
Q1 2025
Added 32.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,607
shares
|
$625,154
0.05% of portfolio
|
Q2 2023
Reduced 26.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
6,603
shares
|
$624,775
0.04% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,600
shares
|
$624,492
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
6,571
shares
|
$621,748
0.36% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
6,535
shares
|
$618,341
0.21% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
6,520
shares
|
$616,922
0.02% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,500
shares
|
$615,030
0.27% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,479
shares
|
$613,042
0.05% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
6,469
shares
|
$612,096
0.14% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
6,459
shares
|
$611,150
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,449
shares
|
$610,204
0.04% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,441
shares
|
$609,447
0.03% of portfolio
|
Q1 2021
Reduced 18.47%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
6,419
shares
|
$607,365
0.36% of portfolio
|
Q3 2025
Reduced 77.64%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
6,376
shares
|
$603,297
0.27% of portfolio
|
Q2 2025
Reduced 67.01%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
6,352
shares
|
$601,026
0.07% of portfolio
|
Q3 2025
Reduced 20.06%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
6,333
shares
|
$599,228
0.1% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
6,304
shares
|
$596,484
0.01% of portfolio
|
Q3 2025
Reduced 12.37%
|
|