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 1,647 institutions that hold shares in the stock, with a total of 392 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 |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
34,770
shares
|
$3.29 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
34,669
shares
|
$3.28 Million
0.27% of portfolio
|
Q2 2024
Reduced 26.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
34,381
shares
|
$3.25 Million
0.08% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
34,165
shares
|
$3.23 Million
1.53% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 06, 2025 Q3 2025 |
33,730
shares
|
$3.19 Million
0.17% of portfolio
|
Q2 2025
Added 253.93%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
33,709
shares
|
$3.19 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
33,448
shares
|
$3.16 Million
0.92% of portfolio
|
Q4 2025
Reduced 3.8%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
33,355
shares
|
$3.16 Million
0.45% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
33,304
shares
|
$3.15 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
33,283
shares
|
$3.15 Million
0.3% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,145
shares
|
$3.14 Million
0.96% of portfolio
|
Q3 2022
Added 22.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
32,899
shares
|
$3.11 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
32,775
shares
|
$3.1 Million
0.03% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
32,569
shares
|
$3.08 Million
0.18% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
32,527
shares
|
$3.08 Million
0.04% of portfolio
|
Q3 2025
Added 23.21%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
32,259
shares
|
$3.05 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
31,619
shares
|
$2.99 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
31,482
shares
|
$2.98 Million
0.58% of portfolio
|
Q3 2025
Reduced 48.86%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
31,395
shares
|
$2.97 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
31,156
shares
|
$2.95 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
31,000
shares
|
$2.93 Million
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
30,995
shares
|
$2.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
30,832
shares
|
$2.92 Million
0.05% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
30,779
shares
|
$2.91 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
30,775
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.64%
|
|