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 |
|---|---|---|---|---|---|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
5,337
shares
|
$504,986
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,320
shares
|
$503,378
0.79% of portfolio
|
Q1 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,312
shares
|
$502,621
0.03% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
5,309
shares
|
$502,337
0.09% of portfolio
|
Q3 2025
Reduced 35.33%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,309
shares
|
$502,337
0.18% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
5,304
shares
|
$501,864
0.15% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
5,303
shares
|
$501,769
0.16% of portfolio
|
Q3 2025
Added 60.65%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
5,292
shares
|
$500,729
0.22% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
5,283
shares
|
$499,877
0.41% of portfolio
|
Q3 2025
Added 39.36%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
5,274
shares
|
$499,025
0.05% of portfolio
|
Q3 2025
Added 113.18%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,272
shares
|
$498,836
0.26% of portfolio
|
Q2 2022
Reduced 71.53%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
5,271
shares
|
$498,742
0.0% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
5,270
shares
|
$498,647
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,266
shares
|
$498,268
0.28% of portfolio
|
Q1 2021
Added 167.85%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,260
shares
|
$497,701
0.11% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,243
shares
|
$496,092
0.04% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
5,204
shares
|
$492,402
0.1% of portfolio
|
Q4 2025
Added 59.93%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,182
shares
|
$490,320
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
5,180
shares
|
$490,131
0.04% of portfolio
|
Q4 2023
Reduced 2.81%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
5,180
shares
|
$490,131
0.4% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
5,161
shares
|
$488,333
0.22% of portfolio
|
Q4 2025
Reduced 11.29%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
5,143
shares
|
$486,630
0.02% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
5,136
shares
|
$485,968
0.02% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
5,131
shares
|
$485,495
0.03% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,118
shares
|
$484,265
0.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|