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 1,585 institutions that hold shares in the stock, with a total of 369 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
256
shares
|
$23,767
0.0% of portfolio
|
Q1 2021
Reduced 70.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
247
shares
|
$22,931
0.02% of portfolio
|
Q2 2024
Reduced 50.99%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
241
shares
|
$22,374
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
231
shares
|
$21,446
0.0% of portfolio
|
Q2 2025
Reduced 81.36%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
224
shares
|
$20,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
216
shares
|
$20,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
215
shares
|
$19,960
0.01% of portfolio
|
Q2 2025
Added 2587.5%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
206
shares
|
$19,125
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$18,568
0.0% of portfolio
|
Q4 2019
Reduced 70.06%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$18,568
0.0% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
199
shares
|
$18,475
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
193
shares
|
$17,918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
190
shares
|
$17,639
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
190
shares
|
$17,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
190
shares
|
$17,639
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
184
shares
|
$17,082
0.0% of portfolio
|
Q2 2025
Reduced 75.69%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
184
shares
|
$17,082
0.01% of portfolio
|
Q2 2025
Reduced 24.28%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
182
shares
|
$16,896
0.0% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
166
shares
|
$15,411
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
160
shares
|
$14,854
0.0% of portfolio
|
Q1 2023
Reduced 37.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
159
shares
|
$14,761
0.0% of portfolio
|
Q2 2024
Reduced 55.71%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
157
shares
|
$14,575
0.01% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$14,018
0.0% of portfolio
|
Q2 2022
Added 11.03%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
148
shares
|
$13,740
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
145
shares
|
$13,461
0.0% of portfolio
|
Q1 2025
Reduced 49.12%
|