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 |
|---|---|---|---|---|---|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
98,478
shares
|
$9.32 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
98,182
shares
|
$9.29 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
98,124
shares
|
$9.28 Million
1.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
98,111
shares
|
$9.28 Million
2.67% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
96,712
shares
|
$9.15 Million
0.08% of portfolio
|
Q4 2025
Added 14.23%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
94,442
shares
|
$8.94 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
94,358
shares
|
$8.93 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
94,319
shares
|
$8.92 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
93,542
shares
|
$8.85 Million
1.07% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
92,949
shares
|
$8.79 Million
1.51% of portfolio
|
Q1 2023
Added 15.13%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
92,219
shares
|
$8.73 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
92,010
shares
|
$8.71 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
90,260
shares
|
$8.54 Million
3.37% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
88,840
shares
|
$8.41 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
88,266
shares
|
$8.35 Million
2.84% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
87,818
shares
|
$8.31 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
87,575
shares
|
$8.29 Million
4.87% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
87,380
shares
|
$8.27 Million
0.13% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
86,557
shares
|
$8.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
85,546
shares
|
$8.09 Million
0.05% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
85,116
shares
|
$8.05 Million
2.9% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
84,862
shares
|
$8.03 Million
0.59% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
84,739
shares
|
$8.02 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
83,138
shares
|
$7.87 Million
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
80,824
shares
|
$7.65 Million
0.03% of portfolio
|
Q3 2025
Added 42.76%
|
|