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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,873
shares
|
$461,083
0.01% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
4,858
shares
|
$459,663
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
4,848
shares
|
$458,717
0.06% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,834
shares
|
$457,393
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,825
shares
|
$456,541
0.06% of portfolio
|
Q2 2024
Added 286.0%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
4,824
shares
|
$456,446
0.13% of portfolio
|
Q4 2025
Reduced 21.82%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,810
shares
|
$455,122
0.02% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
4,804
shares
|
$454,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,784
shares
|
$452,662
0.18% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,775
shares
|
$451,810
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
4,752
shares
|
$449,634
0.19% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,747
shares
|
$449,161
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
4,743
shares
|
$448,782
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
4,740
shares
|
$448,498
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,740
shares
|
$448,498
0.0% of portfolio
|
Q2 2020
Reduced 61.88%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,733
shares
|
$447,836
0.05% of portfolio
|
Q4 2025
Added 16.49%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,731
shares
|
$447,647
0.04% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,718
shares
|
$446,417
0.04% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
4,712
shares
|
$445,849
0.17% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
4,712
shares
|
$445,849
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
4,710
shares
|
$445,660
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
4,696
shares
|
$444,335
0.13% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,696
shares
|
$444,335
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
4,687
shares
|
$443,483
0.06% of portfolio
|
Q4 2025
Added 28.8%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,675
shares
|
$442,348
0.24% of portfolio
|
Q2 2025
New holding
|
|