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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,895
shares
|
$179,304
0.09% of portfolio
|
Q4 2022
Added 23.37%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,872
shares
|
$177,128
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,845
shares
|
$174,573
0.01% of portfolio
|
Q4 2022
Added 177.86%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,822
shares
|
$172,397
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,820
shares
|
$172,208
0.03% of portfolio
|
Q3 2025
Reduced 53.19%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,805
shares
|
$170,789
0.09% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,800
shares
|
$170,316
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,773
shares
|
$167,761
0.37% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,759
shares
|
$166,436
0.03% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
1,708
shares
|
$161,610
0.08% of portfolio
|
Q4 2025
Reduced 18.98%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,672
shares
|
$158,204
0.01% of portfolio
|
Q3 2025
Reduced 45.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,666
shares
|
$157,636
0.01% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,642
shares
|
$155,366
0.04% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,627
shares
|
$153,946
0.03% of portfolio
|
Q2 2024
Reduced 67.94%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,620
shares
|
$153,284
0.06% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,579
shares
|
$149,404
0.0% of portfolio
|
Q3 2025
Added 30.6%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,539
shares
|
$145,620
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,536
shares
|
$145,336
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
1,523
shares
|
$144,106
0.0% of portfolio
|
Q2 2024
Added 62.37%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,500
shares
|
$141,930
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,491
shares
|
$141,078
0.01% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,473
shares
|
$139,375
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
1,471
shares
|
$139,186
0.04% of portfolio
|
Q3 2025
Reduced 12.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,470
shares
|
$139,091
0.01% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,460
shares
|
$138,145
0.01% of portfolio
|
Q1 2024
New holding
|
|