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 1,654 institutions that hold shares in the stock, with a total of 391 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 |
|---|---|---|---|---|---|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
2,924
shares
|
$276,668
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
2,915
shares
|
$275,817
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,915
shares
|
$275,817
0.14% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
2,914
shares
|
$275,722
0.2% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
2,913
shares
|
$275,628
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
2,910
shares
|
$275,344
0.02% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,906
shares
|
$274,965
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,902
shares
|
$274,587
0.11% of portfolio
|
Q1 2023
Reduced 8.66%
|
|
|
Financial Planning Navigators Corp
Maple Grove, MN |
Jan 16, 2026 Q4 2025 |
2,901
shares
|
$274,492
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
2,900
shares
|
$274,398
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
2,899
shares
|
$274,303
0.09% of portfolio
|
Q4 2025
Reduced 4.07%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
2,883
shares
|
$272,789
0.15% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
2,882
shares
|
$272,694
0.0% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
2,874
shares
|
$271,937
0.12% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
2,868
shares
|
$271,370
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
2,863
shares
|
$270,897
0.06% of portfolio
|
Q4 2025
Added 148.96%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
2,860
shares
|
$270,613
0.02% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
2,850
shares
|
$269,667
0.02% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,836
shares
|
$268,342
0.03% of portfolio
|
Q1 2025
Added 1855.86%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,824
shares
|
$267,206
0.09% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
2,816
shares
|
$266,449
0.06% of portfolio
|
Q4 2025
Added 2.29%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
2,807
shares
|
$265,598
0.02% of portfolio
|
Q4 2025
Added 23.71%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 20, 2026 Q4 2025 |
2,807
shares
|
$265,598
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
2,803
shares
|
$265,219
0.22% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,800
shares
|
$264,936
0.05% of portfolio
|
Q4 2023
New holding
|
|