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 |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,643
shares
|
$250,080
0.12% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 12, 2026 Q4 2025 |
2,640
shares
|
$249,796
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
2,639
shares
|
$249,702
0.02% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,633
shares
|
$249,134
0.04% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
2,621
shares
|
$247,999
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2,620
shares
|
$247,904
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
2,618
shares
|
$247,715
0.08% of portfolio
|
Q2 2025
Reduced 31.43%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
2,610
shares
|
$246,958
0.05% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,595
shares
|
$245,538
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,595
shares
|
$245,538
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
2,595
shares
|
$245,538
0.12% of portfolio
|
Q4 2025
Reduced 7.16%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,570
shares
|
$243,173
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
2,565
shares
|
$242,700
0.13% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
2,554
shares
|
$241,659
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,545
shares
|
$240,807
0.07% of portfolio
|
Q2 2024
Reduced 55.75%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
2,542
shares
|
$240,524
0.01% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
2,540
shares
|
$240,334
0.02% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
2,526
shares
|
$239,010
0.04% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,518
shares
|
$238,253
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
2,512
shares
|
$237,685
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
2,507
shares
|
$237,212
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
2,500
shares
|
$236,550
0.03% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
2,500
shares
|
$236,550
0.17% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
2,496
shares
|
$236,171
0.12% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
2,493
shares
|
$235,887
0.0% of portfolio
|
Q3 2025
Reduced 12.31%
|
|