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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,438
shares
|
$136,063
0.01% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,425
shares
|
$134,833
0.06% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
1,425
shares
|
$134,833
0.08% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,373
shares
|
$129,913
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
1,364
shares
|
$129,061
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,329
shares
|
$125,749
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,319
shares
|
$124,803
0.0% of portfolio
|
Q3 2025
Added 260.38%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,308
shares
|
$123,762
0.03% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,292
shares
|
$122,249
0.02% of portfolio
|
Q2 2024
Added 345.52%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,284
shares
|
$121,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,281
shares
|
$121,208
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
1,276
shares
|
$120,735
0.07% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
1,275
shares
|
$120,640
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,208
shares
|
$114,300
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,197
shares
|
$113,260
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,169
shares
|
$110,610
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,165
shares
|
$110,232
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,163
shares
|
$110,043
0.01% of portfolio
|
Q3 2025
Reduced 31.26%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
1,162
shares
|
$109,948
0.03% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
1,157
shares
|
$109,475
0.04% of portfolio
|
Q4 2025
Reduced 13.98%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,140
shares
|
$107,866
0.02% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,138
shares
|
$107,677
0.01% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,127
shares
|
$106,636
0.04% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,123
shares
|
$106,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,100
shares
|
$104,082
0.13% of portfolio
|
Q1 2024
Reduced 8.33%
|
|