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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,162
shares
|
$393,808
0.09% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
4,144
shares
|
$392,105
0.05% of portfolio
|
Q1 2024
Reduced 15.99%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
4,124
shares
|
$390,212
0.03% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
4,121
shares
|
$389,929
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
4,121
shares
|
$389,929
0.03% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,113
shares
|
$389,172
0.02% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,100
shares
|
$387,942
0.05% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
4,076
shares
|
$385,671
0.04% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,073
shares
|
$385,387
0.04% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
4,065
shares
|
$384,630
0.03% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
4,054
shares
|
$383,589
0.24% of portfolio
|
Q3 2025
Added 25.2%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,040
shares
|
$382,264
0.03% of portfolio
|
Q3 2022
Reduced 53.29%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,022
shares
|
$380,561
0.04% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
4,001
shares
|
$378,574
0.15% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$378,480
0.0% of portfolio
|
Q2 2022
Reduced 20.79%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$378,480
0.15% of portfolio
|
Q4 2024
Reduced 35.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,999
shares
|
$378,385
0.01% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
3,996
shares
|
$378,101
0.01% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
3,993
shares
|
$377,817
0.05% of portfolio
|
Q4 2025
Reduced 5.38%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
3,987
shares
|
$377,249
0.13% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
3,983
shares
|
$376,871
0.26% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
3,960
shares
|
$374,695
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,940
shares
|
$372,802
0.03% of portfolio
|
Q3 2025
Reduced 34.11%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
3,931
shares
|
$371,951
0.06% of portfolio
|
Q3 2025
Added 33.53%
|
|