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 |
|---|---|---|---|---|---|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
2,460
shares
|
$232,765
0.07% of portfolio
|
Q3 2025
Reduced 80.99%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,454
shares
|
$232,197
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,450
shares
|
$231,819
0.01% of portfolio
|
Q4 2025
Reduced 8.65%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,448
shares
|
$231,629
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
2,447
shares
|
$231,535
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,438
shares
|
$230,683
0.04% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
2,437
shares
|
$230,588
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
2,433
shares
|
$230,210
0.15% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
2,425
shares
|
$229,453
0.02% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
2,412
shares
|
$228,223
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
2,410
shares
|
$228,034
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
2,403
shares
|
$227,371
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,390
shares
|
$226,141
0.06% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
2,389
shares
|
$226,047
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
2,386
shares
|
$225,763
0.15% of portfolio
|
Q4 2025
Reduced 22.93%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
2,385
shares
|
$225,668
0.04% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
2,375
shares
|
$224,722
0.03% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
2,373
shares
|
$224,533
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,371
shares
|
$224,344
0.01% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,368
shares
|
$224,060
0.08% of portfolio
|
Q3 2024
Added 97.33%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,367
shares
|
$223,965
0.04% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,361
shares
|
$223,397
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,354
shares
|
$222,735
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
2,354
shares
|
$222,735
0.05% of portfolio
|
Q4 2025
Reduced 14.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,332
shares
|
$220,653
0.04% of portfolio
|
Q2 2025
New holding
|
|