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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
3,229
shares
|
$305,527
0.01% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,218
shares
|
$304,487
0.09% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,216
shares
|
$304,297
0.01% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
3,197
shares
|
$302,500
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
3,194
shares
|
$302,216
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
3,187
shares
|
$301,553
0.03% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
3,187
shares
|
$301,553
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
3,180
shares
|
$300,891
0.49% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
3,171
shares
|
$300,040
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
3,160
shares
|
$298,999
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
3,150
shares
|
$298,053
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
3,149
shares
|
$297,958
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
3,145
shares
|
$297,579
0.09% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,141
shares
|
$297,201
0.02% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,138
shares
|
$296,917
0.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,125
shares
|
$295,687
0.13% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
3,124
shares
|
$295,592
0.05% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
3,122
shares
|
$295,403
0.11% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,117
shares
|
$294,930
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
3,104
shares
|
$293,700
0.01% of portfolio
|
Q3 2025
Reduced 30.23%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
3,104
shares
|
$293,700
0.18% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
3,103
shares
|
$293,605
0.2% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,099
shares
|
$293,227
0.04% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
3,095
shares
|
$292,848
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
3,090
shares
|
$292,375
0.08% of portfolio
|
Q4 2025
Added 0.39%
|
|