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 |
|---|---|---|---|---|---|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,361
shares
|
$223,397
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,354
shares
|
$222,735
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
2,354
shares
|
$222,735
0.05% of portfolio
|
Q4 2025
Reduced 14.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,332
shares
|
$220,653
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
2,330
shares
|
$220,464
0.02% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,325
shares
|
$219,991
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
2,325
shares
|
$219,991
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,321
shares
|
$219,613
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,316
shares
|
$219,139
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
2,312
shares
|
$218,761
0.02% of portfolio
|
Q2 2025
Reduced 95.75%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
2,309
shares
|
$218,477
0.01% of portfolio
|
Q3 2025
Reduced 72.71%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,299
shares
|
$217,531
0.0% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
2,299
shares
|
$217,531
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,296
shares
|
$217,247
0.07% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,290
shares
|
$216,679
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
2,283
shares
|
$216,017
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,280
shares
|
$215,733
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
2,272
shares
|
$214,976
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,268
shares
|
$214,598
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
2,260
shares
|
$213,841
0.07% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,254
shares
|
$213,273
0.0% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,249
shares
|
$212,800
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,245
shares
|
$212,421
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
2,224
shares
|
$210,434
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
2,224
shares
|
$210,434
0.05% of portfolio
|
Q2 2025
New holding
|
|