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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
569
shares
|
$53,838
0.0% of portfolio
|
Q3 2025
Added 42.96%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
562
shares
|
$53,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
560
shares
|
$52,987
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
544
shares
|
$51,473
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
525
shares
|
$49,675
0.01% of portfolio
|
Q3 2025
Added 23.53%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
513
shares
|
$48,540
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
509
shares
|
$48,161
0.01% of portfolio
|
Q2 2024
Reduced 23.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
500
shares
|
$47,310
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
500
shares
|
$47,310
0.01% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
496
shares
|
$46,931
0.03% of portfolio
|
Q4 2018
Added 892.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
488
shares
|
$46,174
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
488
shares
|
$46,174
0.01% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
480
shares
|
$45,417
0.02% of portfolio
|
Q2 2020
Added 30.43%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
472
shares
|
$44,660
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
468
shares
|
$44,282
0.02% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
466
shares
|
$44,092
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
460
shares
|
$43,525
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
448
shares
|
$42,389
0.01% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
418
shares
|
$39,551
0.0% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
416
shares
|
$39,361
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
410
shares
|
$38,794
0.03% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
406
shares
|
$38,415
0.01% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
401
shares
|
$37,942
0.01% of portfolio
|
Q3 2025
Reduced 20.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
400
shares
|
$37,848
0.0% of portfolio
|
Q3 2025
Added 191.97%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
399
shares
|
$37,753
0.02% of portfolio
|
Q4 2022
New holding
|
|