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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,065
shares
|
$100,770
0.09% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,043
shares
|
$98,688
0.02% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,043
shares
|
$98,688
0.03% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
1,038
shares
|
$98,215
0.05% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
1,034
shares
|
$97,837
0.04% of portfolio
|
Q3 2025
Added 461.96%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$94,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$94,620
0.05% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$94,620
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
999
shares
|
$94,525
0.01% of portfolio
|
Q3 2022
Reduced 6.64%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
997
shares
|
$94,336
0.03% of portfolio
|
Q3 2025
Added 14.33%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
994
shares
|
$94,052
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
978
shares
|
$92,538
0.04% of portfolio
|
Q3 2025
Added 354.88%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
962
shares
|
$91,024
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
958
shares
|
$90,645
0.03% of portfolio
|
Q2 2025
Reduced 34.29%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
948
shares
|
$89,699
0.05% of portfolio
|
Q3 2025
Added 83.72%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
945
shares
|
$89,415
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
921
shares
|
$87,145
0.02% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
914
shares
|
$86,482
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
913
shares
|
$86,388
0.03% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
900
shares
|
$85,158
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
892
shares
|
$84,401
0.02% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
887
shares
|
$83,927
0.01% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
885
shares
|
$83,738
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
866
shares
|
$81,940
0.0% of portfolio
|
Q3 2025
Added 370.65%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
863
shares
|
$81,657
0.0% of portfolio
|
Q3 2025
Added 1.53%
|
|