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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
4,600
shares
|
$435,252
0.18% of portfolio
|
Q4 2024
Added 18300.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
4,588
shares
|
$434,116
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,584
shares
|
$433,738
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,579
shares
|
$433,264
0.02% of portfolio
|
Q3 2025
Added 68.9%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
4,553
shares
|
$430,804
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
4,524
shares
|
$428,060
0.02% of portfolio
|
Q4 2025
Added 14.97%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
4,520
shares
|
$427,682
0.05% of portfolio
|
Q1 2024
Added 56.67%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
4,520
shares
|
$427,682
0.29% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
4,508
shares
|
$426,546
0.07% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,504
shares
|
$426,168
0.24% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
4,501
shares
|
$425,884
0.01% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 14, 2026 Q4 2025 |
4,500
shares
|
$425,790
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,474
shares
|
$423,329
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,450
shares
|
$421,059
0.06% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
4,444
shares
|
$420,491
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
4,444
shares
|
$420,491
0.02% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
4,437
shares
|
$419,828
0.11% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
4,432
shares
|
$419,355
0.23% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
4,417
shares
|
$417,936
0.06% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,415
shares
|
$417,747
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,409
shares
|
$417,179
0.02% of portfolio
|
Q4 2021
Added 29.33%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,393
shares
|
$415,665
0.17% of portfolio
|
Q2 2023
Reduced 35.33%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,386
shares
|
$415,003
0.01% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
4,335
shares
|
$410,177
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
4,313
shares
|
$408,096
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|