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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
3,433
shares
|
$324,830
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
3,416
shares
|
$323,221
0.01% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,413
shares
|
$322,938
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
3,404
shares
|
$322,086
0.13% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
3,404
shares
|
$322,086
0.1% of portfolio
|
Q2 2023
Reduced 19.79%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
3,400
shares
|
$321,708
0.07% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,400
shares
|
$321,708
0.07% of portfolio
|
Q4 2022
Reduced 7.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,394
shares
|
$321,140
0.06% of portfolio
|
Q2 2024
Reduced 18.1%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
3,380
shares
|
$319,815
0.13% of portfolio
|
Q4 2025
Reduced 8.35%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
3,370
shares
|
$318,869
0.37% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
3,361
shares
|
$318,017
0.05% of portfolio
|
Q4 2025
Added 38.26%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
3,347
shares
|
$316,693
0.05% of portfolio
|
Q4 2024
Reduced 57.94%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
3,335
shares
|
$315,557
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,329
shares
|
$314,989
0.14% of portfolio
|
Q2 2024
Added 49.95%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
3,304
shares
|
$312,624
0.21% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,300
shares
|
$312,246
0.01% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
3,300
shares
|
$312,246
0.02% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
3,293
shares
|
$311,583
0.1% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,286
shares
|
$310,921
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
3,285
shares
|
$310,826
0.04% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
3,277
shares
|
$310,069
0.08% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
3,275
shares
|
$309,880
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
3,269
shares
|
$309,312
0.08% of portfolio
|
Q4 2025
Added 29.31%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
3,261
shares
|
$308,555
0.03% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,259
shares
|
$308,366
0.07% of portfolio
|
Q2 2025
New holding
|
|