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 1,637 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 |
|---|---|---|---|---|---|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
80,192
shares
|
$7.59 Million
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
79,961
shares
|
$7.57 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
78,479
shares
|
$7.43 Million
0.11% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
78,451
shares
|
$7.42 Million
0.11% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$7.41 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
78,162
shares
|
$7.4 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
78,101
shares
|
$7.39 Million
0.17% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
77,392
shares
|
$7.32 Million
1.35% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
75,849
shares
|
$7.18 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
75,744
shares
|
$7.17 Million
0.1% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
75,479
shares
|
$7.14 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
75,142
shares
|
$7.11 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
73,774
shares
|
$6.98 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
73,710
shares
|
$6.97 Million
1.3% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
72,191
shares
|
$6.83 Million
2.11% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
71,754
shares
|
$6.79 Million
5.93% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
71,226
shares
|
$6.74 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
71,209
shares
|
$6.74 Million
0.69% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
71,083
shares
|
$6.73 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
70,637
shares
|
$6.68 Million
0.08% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
70,141
shares
|
$6.64 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
69,685
shares
|
$6.59 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
69,257
shares
|
$6.55 Million
3.28% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
69,163
shares
|
$6.54 Million
2.05% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
68,902
shares
|
$6.52 Million
0.47% of portfolio
|
Q3 2025
Reduced 5.07%
|
|