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 |
|---|---|---|---|---|---|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
5,592
shares
|
$529,115
0.41% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
5,579
shares
|
$527,884
0.17% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
5,551
shares
|
$525,235
0.11% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,540
shares
|
$524,194
0.02% of portfolio
|
Q3 2022
Reduced 1.07%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,535
shares
|
$523,721
0.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
5,532
shares
|
$523,437
0.03% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,507
shares
|
$521,072
0.03% of portfolio
|
Q2 2025
Added 35.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,493
shares
|
$519,747
0.02% of portfolio
|
Q2 2024
Added 22.92%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,468
shares
|
$517,382
0.38% of portfolio
|
Q3 2023
Reduced 1.8%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
5,465
shares
|
$517,098
0.08% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,465
shares
|
$517,098
0.01% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
5,464
shares
|
$517,003
0.23% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
5,460
shares
|
$516,625
0.16% of portfolio
|
Q4 2025
Reduced 9.78%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
5,451
shares
|
$515,773
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
5,449
shares
|
$515,584
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,446
shares
|
$515,300
0.01% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
5,425
shares
|
$513,313
0.05% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
5,424
shares
|
$513,218
0.08% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,396
shares
|
$510,569
0.05% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
5,394
shares
|
$510,380
0.06% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,381
shares
|
$509,150
0.0% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,381
shares
|
$509,150
0.01% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
5,380
shares
|
$509,055
0.28% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,373
shares
|
$508,393
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
5,344
shares
|
$505,649
0.1% of portfolio
|
Q1 2024
Reduced 12.59%
|
|