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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
39
shares
|
$3,690
0.0% of portfolio
|
Q3 2025
Reduced 97.78%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
39
shares
|
$3,690
0.0% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
38
shares
|
$3,595
0.0% of portfolio
|
Q3 2025
Reduced 59.14%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
36
shares
|
$3,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
33
shares
|
$3,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
33
shares
|
$3,122
0.0% of portfolio
|
Q3 2022
Reduced 86.59%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
32
shares
|
$3,027
0.0% of portfolio
|
Q3 2025
Reduced 75.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
27
shares
|
$2,554
0.0% of portfolio
|
Q3 2025
Reduced 99.85%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
24
shares
|
$2,270
0.0% of portfolio
|
Q1 2025
Reduced 73.91%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
24
shares
|
$2,270
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
22
shares
|
$2,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
21
shares
|
$1,987
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
20
shares
|
$1,892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
20
shares
|
$1,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
19
shares
|
$1,797
0.0% of portfolio
|
Q3 2022
Reduced 51.28%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
19
shares
|
$1,797
0.0% of portfolio
|
Q3 2025
Added 216.67%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
17
shares
|
$1,608
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
16
shares
|
$1,513
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
14
shares
|
$1,324
0.0% of portfolio
|
Q2 2025
Reduced 96.09%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
11
shares
|
$1,040
0.0% of portfolio
|
Q3 2025
Reduced 97.8%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
9
shares
|
$851
0.0% of portfolio
|
Q2 2024
Reduced 78.57%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
6
shares
|
$567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
5
shares
|
$473
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
5
shares
|
$473
0.0% of portfolio
|
Q3 2025
New holding
|
|