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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,825
shares
|
$456,541
0.06% of portfolio
|
Q2 2024
Added 286.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,810
shares
|
$455,122
0.02% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
4,804
shares
|
$454,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,784
shares
|
$452,662
0.18% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,775
shares
|
$451,810
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
4,752
shares
|
$449,634
0.19% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,747
shares
|
$449,161
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
4,743
shares
|
$448,782
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
4,740
shares
|
$448,498
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,740
shares
|
$448,498
0.0% of portfolio
|
Q2 2020
Reduced 61.88%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,733
shares
|
$447,836
0.05% of portfolio
|
Q4 2025
Added 16.49%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,731
shares
|
$447,647
0.04% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,718
shares
|
$446,417
0.04% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
4,712
shares
|
$445,849
0.17% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
4,712
shares
|
$445,849
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
4,710
shares
|
$445,660
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
4,696
shares
|
$444,335
0.13% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,696
shares
|
$444,335
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,675
shares
|
$442,348
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
4,664
shares
|
$441,307
0.05% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,660
shares
|
$440,929
0.02% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
4,638
shares
|
$438,847
0.18% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
4,629
shares
|
$437,995
0.31% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
4,622
shares
|
$437,333
0.02% of portfolio
|
Q4 2025
Added 6.72%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
4,619
shares
|
$437,049
0.04% of portfolio
|
Q2 2025
Reduced 1.07%
|
|