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 |
|---|---|---|---|---|---|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
2,208
shares
|
$208,920
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,200
shares
|
$208,164
0.04% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,194
shares
|
$207,596
0.14% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
2,188
shares
|
$207,028
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
2,187
shares
|
$206,933
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
2,187
shares
|
$206,933
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,184
shares
|
$206,650
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
2,183
shares
|
$206,555
0.08% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
2,182
shares
|
$206,460
0.07% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,160
shares
|
$204,379
0.08% of portfolio
|
Q3 2025
Reduced 77.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,153
shares
|
$203,716
0.0% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
2,140
shares
|
$202,486
0.03% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,136
shares
|
$202,108
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
2,119
shares
|
$200,499
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
2,102
shares
|
$198,891
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$198,702
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
2,087
shares
|
$197,471
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
2,081
shares
|
$196,904
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
2,080
shares
|
$196,809
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
2,076
shares
|
$196,431
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,074
shares
|
$196,241
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,047
shares
|
$193,687
0.02% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
1,946
shares
|
$184,130
0.15% of portfolio
|
Q3 2025
Reduced 24.31%
|
|
|
Spence Asset Management
|
Jan 09, 2026 Q4 2025 |
1,943
shares
|
$183,846
0.03% of portfolio
|
Q3 2024
Reduced 78.54%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,932
shares
|
$182,805
0.12% of portfolio
|
Q2 2025
Reduced 17.08%
|
|