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 1,641 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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
126
shares
|
$11,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
126
shares
|
$11,922
0.01% of portfolio
|
Q3 2025
Reduced 69.27%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
124
shares
|
$11,732
0.0% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
123
shares
|
$11,638
0.01% of portfolio
|
Q3 2025
Reduced 49.8%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
118
shares
|
$11,165
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
111
shares
|
$10,502
0.0% of portfolio
|
Q4 2025
Added 5450.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
109
shares
|
$10,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
108
shares
|
$10,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
108
shares
|
$10,218
0.01% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
105
shares
|
$9,935
0.0% of portfolio
|
Q4 2025
Added 2000.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
101
shares
|
$9,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$9,462
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
100
shares
|
$9,462
0.0% of portfolio
|
Q2 2025
Added 26.58%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$9,462
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
87
shares
|
$8,231
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
76
shares
|
$7,191
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
76
shares
|
$7,191
0.01% of portfolio
|
Q3 2025
Added 850.0%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
74
shares
|
$7,001
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
60
shares
|
$5,677
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
56
shares
|
$5,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
52
shares
|
$4,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
49
shares
|
$4,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
49
shares
|
$4,636
0.04% of portfolio
|
Q2 2025
Added 206.25%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
40
shares
|
$3,784
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
40
shares
|
$3,784
0.0% of portfolio
|
Q4 2022
New holding
|
|