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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
3,180
shares
|
$300,891
0.49% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
3,171
shares
|
$300,040
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,160
shares
|
$298,999
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
3,150
shares
|
$298,053
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
3,149
shares
|
$297,958
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
3,145
shares
|
$297,579
0.09% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,141
shares
|
$297,201
0.02% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,138
shares
|
$296,917
0.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,125
shares
|
$295,687
0.13% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
3,124
shares
|
$295,592
0.05% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
3,122
shares
|
$295,403
0.11% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
3,122
shares
|
$295,403
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,117
shares
|
$294,930
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
3,104
shares
|
$293,700
0.01% of portfolio
|
Q3 2025
Reduced 30.23%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
3,104
shares
|
$293,700
0.18% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
3,103
shares
|
$293,605
0.2% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,099
shares
|
$293,227
0.04% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
3,095
shares
|
$292,848
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
3,090
shares
|
$292,375
0.08% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,086
shares
|
$291,997
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
3,084
shares
|
$291,808
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
3,075
shares
|
$290,956
0.05% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
3,075
shares
|
$290,956
0.23% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,063
shares
|
$289,821
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,058
shares
|
$289,347
0.1% of portfolio
|
Q1 2025
Added 1.12%
|
|