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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
468
shares
|
$44,282
0.02% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
466
shares
|
$44,092
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
460
shares
|
$43,525
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
448
shares
|
$42,389
0.01% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
429
shares
|
$40,591
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
418
shares
|
$39,551
0.0% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
416
shares
|
$39,361
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
410
shares
|
$38,794
0.03% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
406
shares
|
$38,415
0.01% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
401
shares
|
$37,942
0.01% of portfolio
|
Q3 2025
Reduced 20.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
400
shares
|
$37,848
0.0% of portfolio
|
Q3 2025
Added 191.97%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
399
shares
|
$37,753
0.02% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
399
shares
|
$37,753
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
390
shares
|
$36,901
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
380
shares
|
$35,955
0.0% of portfolio
|
Q4 2022
Reduced 85.93%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
379
shares
|
$35,860
0.01% of portfolio
|
Q3 2025
Reduced 43.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$34,914
0.01% of portfolio
|
Q4 2024
Added 392.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$34,630
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$34,630
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
360
shares
|
$34,063
0.01% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
348
shares
|
$32,927
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
336
shares
|
$31,792
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
320
shares
|
$30,278
0.02% of portfolio
|
Q1 2024
Reduced 86.21%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jan 20, 2026 Q4 2025 |
320
shares
|
$30,278
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
312
shares
|
$29,521
0.0% of portfolio
|
Q2 2025
New holding
|
|