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 |
|---|---|---|---|---|---|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
3,660
shares
|
$346,309
0.08% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
3,658
shares
|
$346,119
0.02% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
3,654
shares
|
$345,741
0.08% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
3,639
shares
|
$344,322
0.09% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
3,639
shares
|
$344,322
0.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
3,638
shares
|
$344,227
0.0% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
3,615
shares
|
$342,051
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
3,602
shares
|
$340,821
0.02% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
3,602
shares
|
$340,821
0.18% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,598
shares
|
$340,442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
3,578
shares
|
$338,550
0.01% of portfolio
|
Q3 2025
Added 35.33%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
3,560
shares
|
$336,847
0.16% of portfolio
|
Q3 2023
Reduced 37.38%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
3,560
shares
|
$336,847
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
3,553
shares
|
$336,184
0.01% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,549
shares
|
$335,806
0.03% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
3,537
shares
|
$334,670
0.04% of portfolio
|
Q4 2024
Reduced 68.77%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
3,524
shares
|
$333,440
0.02% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,522
shares
|
$333,251
0.17% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,508
shares
|
$331,926
0.24% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
3,448
shares
|
$326,249
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
3,433
shares
|
$324,830
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
3,416
shares
|
$323,221
0.01% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,413
shares
|
$322,938
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
3,404
shares
|
$322,086
0.13% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,404
shares
|
$322,086
0.1% of portfolio
|
Q2 2023
Reduced 19.79%
|
|