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 |
|---|---|---|---|---|---|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
3,877
shares
|
$366,841
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,874
shares
|
$366,557
0.25% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
3,858
shares
|
$365,043
0.14% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,855
shares
|
$364,760
0.05% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
3,852
shares
|
$364,476
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,835
shares
|
$362,867
0.12% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
3,825
shares
|
$361,921
0.02% of portfolio
|
Q4 2025
Reduced 89.81%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
3,822
shares
|
$361,637
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,821
shares
|
$361,543
0.05% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
3,814
shares
|
$360,880
0.22% of portfolio
|
Q2 2023
Reduced 13.73%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
3,805
shares
|
$360,029
0.07% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
3,800
shares
|
$359,556
0.06% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
3,800
shares
|
$359,556
0.21% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
3,784
shares
|
$358,042
0.04% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
3,779
shares
|
$357,568
0.13% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
3,777
shares
|
$357,379
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
3,757
shares
|
$355,487
0.09% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
3,751
shares
|
$354,919
0.08% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
3,743
shares
|
$354,162
0.08% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
3,722
shares
|
$352,175
0.06% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
3,716
shares
|
$351,607
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,714
shares
|
$351,418
0.01% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
3,697
shares
|
$349,810
0.1% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
3,695
shares
|
$349,620
0.06% of portfolio
|
Q4 2025
Added 45.7%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
3,688
shares
|
$348,958
0.15% of portfolio
|
Q3 2025
Added 9.11%
|
|