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 1,641 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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
485,977
shares
|
$46 Million
0.28% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
479,460
shares
|
$45.4 Million
0.13% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
443,833
shares
|
$42 Million
5.43% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
432,002
shares
|
$40.9 Million
0.27% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
431,206
shares
|
$40.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
426,784
shares
|
$40.4 Million
2.83% of portfolio
|
Q3 2025
Added 5041.98%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
425,786
shares
|
$40.3 Million
0.55% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
411,559
shares
|
$38.9 Million
4.84% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
409,596
shares
|
$38.8 Million
0.1% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
401,968
shares
|
$38 Million
21.29% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
390,216
shares
|
$36.9 Million
0.2% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
385,232
shares
|
$36.5 Million
7.24% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
375,324
shares
|
$35.5 Million
0.75% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
374,711
shares
|
$35.5 Million
1.98% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
374,678
shares
|
$35.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
368,581
shares
|
$34.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
352,588
shares
|
$33.4 Million
4.31% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
345,238
shares
|
$32.7 Million
3.13% of portfolio
|
Q4 2025
Reduced 5.11%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
336,534
shares
|
$31.8 Million
0.8% of portfolio
|
Q3 2025
Reduced 24.59%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
335,400
shares
|
$31.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
323,140
shares
|
$30.6 Million
3.85% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
318,885
shares
|
$30.2 Million
0.2% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
316,367
shares
|
$29.9 Million
0.05% of portfolio
|
Q3 2025
Added 81.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
311,501
shares
|
$29.5 Million
0.13% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
301,183
shares
|
$28.5 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|