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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
2,782
shares
|
$263,232
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
2,769
shares
|
$262,002
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
2,759
shares
|
$261,056
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
2,753
shares
|
$260,488
0.21% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
2,750
shares
|
$260,205
0.15% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,741
shares
|
$259,353
0.03% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
2,734
shares
|
$258,691
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,720
shares
|
$257,366
0.01% of portfolio
|
Q3 2025
Reduced 24.38%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
2,713
shares
|
$256,704
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
2,706
shares
|
$256,041
0.07% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
2,700
shares
|
$255,474
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,700
shares
|
$255,474
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,700
shares
|
$255,474
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
2,698
shares
|
$255,284
0.05% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
2,698
shares
|
$255,284
0.02% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
2,698
shares
|
$255,284
0.19% of portfolio
|
Q4 2025
Reduced 10.84%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
2,694
shares
|
$254,906
0.09% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,684
shares
|
$253,960
0.05% of portfolio
|
Q2 2022
Reduced 94.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,682
shares
|
$253,770
0.0% of portfolio
|
Q3 2025
Reduced 71.01%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
2,677
shares
|
$253,297
0.02% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
2,676
shares
|
$253,203
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,673
shares
|
$252,919
0.02% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2025 Q3 2025 |
2,667
shares
|
$252,351
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,660
shares
|
$251,689
0.0% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,655
shares
|
$251,216
0.02% of portfolio
|
Q3 2025
Added 6.93%
|
|