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 1,606 institutions that hold shares in the stock, with a total of 377 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$7.27 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
78,101
shares
|
$7.25 Million
0.17% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
77,871
shares
|
$7.23 Million
0.11% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
76,065
shares
|
$7.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
76,027
shares
|
$7.06 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
75,142
shares
|
$6.98 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
74,976
shares
|
$6.96 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
74,947
shares
|
$6.96 Million
2.15% of portfolio
|
Q2 2025
Added 18.56%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
74,934
shares
|
$6.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.7%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
74,310
shares
|
$6.9 Million
0.53% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
74,283
shares
|
$6.9 Million
0.94% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
73,587
shares
|
$6.83 Million
0.61% of portfolio
|
Q2 2025
Added 67.91%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
72,582
shares
|
$6.74 Million
0.48% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
72,475
shares
|
$6.73 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
71,797
shares
|
$6.67 Million
0.06% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
71,573
shares
|
$6.64 Million
0.67% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
71,161
shares
|
$6.61 Million
0.11% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
70,780
shares
|
$6.57 Million
0.71% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
70,446
shares
|
$6.54 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
70,442
shares
|
$6.54 Million
0.3% of portfolio
|
Q2 2025
Added 64.86%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
70,233
shares
|
$6.52 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
69,726
shares
|
$6.47 Million
1.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
69,455
shares
|
$6.45 Million
3.32% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
69,381
shares
|
$6.44 Million
2.49% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
68,668
shares
|
$6.38 Million
0.12% of portfolio
|
Q1 2025
Added 20.72%
|