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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,415
shares
|
$417,747
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,409
shares
|
$417,179
0.02% of portfolio
|
Q4 2021
Added 29.33%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
4,393
shares
|
$415,665
0.17% of portfolio
|
Q2 2023
Reduced 35.33%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,386
shares
|
$415,003
0.01% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
4,335
shares
|
$410,177
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
4,313
shares
|
$408,096
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,296
shares
|
$406,487
0.07% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
4,285
shares
|
$405,446
0.02% of portfolio
|
Q3 2025
Added 70.11%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$403,554
0.02% of portfolio
|
Q2 2021
Added 0.59%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
4,256
shares
|
$402,702
0.0% of portfolio
|
Q3 2025
Added 35.89%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
4,251
shares
|
$402,229
0.03% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,248
shares
|
$401,945
0.09% of portfolio
|
Q3 2025
Added 66.0%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
4,248
shares
|
$401,945
0.02% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
4,229
shares
|
$400,147
0.29% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
4,229
shares
|
$400,147
0.14% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
4,218
shares
|
$399,107
0.17% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,217
shares
|
$399,012
0.06% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,217
shares
|
$399,012
0.08% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
4,216
shares
|
$398,917
0.08% of portfolio
|
Q4 2025
Added 44.88%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
4,214
shares
|
$398,728
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
4,209
shares
|
$398,255
0.02% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
4,209
shares
|
$398,255
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,180
shares
|
$395,511
0.02% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,177
shares
|
$395,227
0.01% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
4,165
shares
|
$394,092
0.04% of portfolio
|
Q1 2023
Added 3.92%
|
|