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 |
|---|---|---|---|---|---|
|
Select Equity Group, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
858
shares
|
$81,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
835
shares
|
$79,007
0.01% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
795
shares
|
$75,222
0.07% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
773
shares
|
$73,141
0.01% of portfolio
|
Q3 2025
Added 63.77%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
766
shares
|
$72,478
0.0% of portfolio
|
Q2 2021
Reduced 7.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
749
shares
|
$70,870
0.02% of portfolio
|
Q3 2022
Reduced 3.6%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
749
shares
|
$70,870
0.05% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
709
shares
|
$67,085
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
706
shares
|
$66,801
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
701
shares
|
$66,328
0.03% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
700
shares
|
$66,234
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Nov 12, 2025 Q3 2025 |
695
shares
|
$65,760
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
686
shares
|
$64,909
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
675
shares
|
$63,868
0.03% of portfolio
|
Q3 2024
Added 219.91%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
668
shares
|
$63,206
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
664
shares
|
$62,827
0.03% of portfolio
|
Q2 2025
Reduced 66.02%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
660
shares
|
$62,449
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
650
shares
|
$61,503
0.02% of portfolio
|
Q3 2025
Reduced 52.31%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
638
shares
|
$60,367
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
612
shares
|
$57,907
0.04% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
603
shares
|
$57,055
0.01% of portfolio
|
Q3 2025
Reduced 39.46%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
584
shares
|
$55,258
0.04% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
580
shares
|
$54,879
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
578
shares
|
$54,690
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
573
shares
|
$54,217
0.01% of portfolio
|
Q3 2025
New holding
|
|