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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,946
shares
|
$562,610
0.35% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,943
shares
|
$562,326
0.06% of portfolio
|
Q1 2022
Reduced 24.46%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,926
shares
|
$560,718
0.01% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
5,920
shares
|
$560,150
0.23% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
5,919
shares
|
$560,055
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
5,916
shares
|
$559,771
0.1% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,910
shares
|
$559,204
0.17% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
5,891
shares
|
$557,406
0.22% of portfolio
|
Q4 2025
Added 21.71%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
5,883
shares
|
$556,649
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
5,881
shares
|
$556,460
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,837
shares
|
$552,296
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
5,827
shares
|
$551,350
0.12% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
5,800
shares
|
$548,796
0.36% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
5,754
shares
|
$544,443
0.29% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,751
shares
|
$544,159
0.09% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,732
shares
|
$542,361
0.26% of portfolio
|
Q3 2025
Added 80.54%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
5,725
shares
|
$541,699
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
5,706
shares
|
$539,901
0.14% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
5,705
shares
|
$539,807
0.03% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
5,700
shares
|
$539,334
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
5,681
shares
|
$537,536
0.19% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5,670
shares
|
$536,495
0.02% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
5,655
shares
|
$535,076
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,644
shares
|
$534,035
0.09% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
5,642
shares
|
$533,846
0.19% of portfolio
|
Q3 2025
Reduced 3.26%
|
|