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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,042
shares
|
$287,834
0.19% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,030
shares
|
$286,698
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
3,028
shares
|
$286,509
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,025
shares
|
$286,225
0.23% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
3,020
shares
|
$285,752
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
3,015
shares
|
$285,279
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
3,000
shares
|
$283,860
0.05% of portfolio
|
Q3 2023
Reduced 96.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,000
shares
|
$283,860
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$283,860
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,987
shares
|
$282,629
0.13% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
2,983
shares
|
$282,251
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,975
shares
|
$281,494
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
2,964
shares
|
$280,453
0.02% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
2,963
shares
|
$280,359
0.19% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,958
shares
|
$279,885
0.0% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,958
shares
|
$279,885
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,949
shares
|
$279,034
0.06% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
2,946
shares
|
$278,750
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
2,943
shares
|
$278,466
0.05% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
2,924
shares
|
$276,668
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
2,915
shares
|
$275,817
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,915
shares
|
$275,817
0.14% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
2,914
shares
|
$275,722
0.2% of portfolio
|
Q3 2025
Reduced 4.33%
|
|