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 |
|---|---|---|---|---|---|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,118
shares
|
$484,265
0.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
5,105
shares
|
$483,035
0.43% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,100
shares
|
$482,562
0.02% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,073
shares
|
$480,007
0.13% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
5,069
shares
|
$479,628
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
5,066
shares
|
$479,344
0.05% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
5,044
shares
|
$477,263
0.02% of portfolio
|
Q4 2025
Reduced 11.42%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
5,036
shares
|
$476,506
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
5,034
shares
|
$476,317
0.08% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,024
shares
|
$475,370
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,023
shares
|
$475,276
0.12% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
5,015
shares
|
$474,519
1.47% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
5,000
shares
|
$473,100
0.12% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$473,100
0.12% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
4,996
shares
|
$472,721
0.01% of portfolio
|
Q2 2025
Added 74.75%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
4,991
shares
|
$472,248
0.21% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,990
shares
|
$472,153
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
4,960
shares
|
$469,315
0.22% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,952
shares
|
$468,558
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,932
shares
|
$466,665
0.02% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
4,900
shares
|
$463,638
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
4,877
shares
|
$461,461
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,873
shares
|
$461,083
0.01% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
4,858
shares
|
$459,663
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
4,848
shares
|
$458,717
0.06% of portfolio
|
Q4 2025
Reduced 0.72%
|
|