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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
231
shares
|
$21,857
0.0% of portfolio
|
Q2 2025
Reduced 81.36%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
222
shares
|
$21,005
0.0% of portfolio
|
Q3 2025
Reduced 56.64%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
216
shares
|
$20,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
206
shares
|
$19,491
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$18,924
0.0% of portfolio
|
Q4 2019
Reduced 70.06%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$18,924
0.0% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
199
shares
|
$18,829
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
193
shares
|
$18,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
192
shares
|
$18,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
190
shares
|
$17,977
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
190
shares
|
$17,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
190
shares
|
$17,977
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
182
shares
|
$17,220
0.0% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
180
shares
|
$17,031
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
166
shares
|
$15,706
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
159
shares
|
$15,044
0.0% of portfolio
|
Q2 2024
Reduced 55.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$14,287
0.0% of portfolio
|
Q2 2022
Added 11.03%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
145
shares
|
$13,719
0.0% of portfolio
|
Q1 2025
Reduced 49.12%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
144
shares
|
$13,625
0.01% of portfolio
|
Q1 2023
Reduced 86.27%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
144
shares
|
$13,625
0.0% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
140
shares
|
$13,246
0.0% of portfolio
|
Q2 2025
Reduced 23.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
138
shares
|
$13,057
0.0% of portfolio
|
Q2 2025
Reduced 72.18%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
134
shares
|
$12,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
131
shares
|
$12,395
0.0% of portfolio
|
Q4 2024
Added 59.76%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
128
shares
|
$12,111
0.0% of portfolio
|
Q3 2023
Reduced 54.77%
|
|