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 |
|---|---|---|---|---|---|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
6,301
shares
|
$596,200
0.22% of portfolio
|
Q3 2023
Reduced 18.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
6,299
shares
|
$596,011
0.02% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,291
shares
|
$595,254
0.2% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
6,270
shares
|
$593,267
0.05% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,246
shares
|
$590,996
0.28% of portfolio
|
Q3 2025
Added 21.54%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
6,239
shares
|
$590,334
0.05% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
6,229
shares
|
$589,387
0.43% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
6,226
shares
|
$589,104
0.02% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
6,200
shares
|
$586,644
0.02% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
6,191
shares
|
$585,792
0.18% of portfolio
|
Q1 2024
Reduced 25.39%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
6,182
shares
|
$584,940
0.16% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,177
shares
|
$584,467
0.0% of portfolio
|
Q3 2025
Added 30.95%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
6,170
shares
|
$583,805
0.91% of portfolio
|
Q2 2025
Added 77.1%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
6,145
shares
|
$581,439
0.1% of portfolio
|
Q4 2025
Added 8.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,114
shares
|
$578,506
0.01% of portfolio
|
Q3 2025
Reduced 22.87%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
6,109
shares
|
$578,033
0.14% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
6,096
shares
|
$576,803
0.01% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
6,070
shares
|
$574,343
0.26% of portfolio
|
Q3 2025
Added 45.84%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
6,050
shares
|
$572,451
0.0% of portfolio
|
Q3 2025
Added 26.62%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
6,039
shares
|
$571,410
0.09% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
6,009
shares
|
$568,571
0.02% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
5,967
shares
|
$564,597
0.04% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
5,960
shares
|
$563,935
0.27% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,946
shares
|
$562,610
0.35% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,943
shares
|
$562,326
0.06% of portfolio
|
Q1 2022
Reduced 24.46%
|
|