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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
68,403
shares
|
$6.47 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
68,014
shares
|
$6.44 Million
0.11% of portfolio
|
Q3 2025
Added 1364.87%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
67,266
shares
|
$6.36 Million
2.28% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
67,208
shares
|
$6.36 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
66,653
shares
|
$6.31 Million
0.12% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
66,534
shares
|
$6.3 Million
0.12% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
66,387
shares
|
$6.28 Million
4.39% of portfolio
|
Q3 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
65,761
shares
|
$6.22 Million
2.56% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
65,706
shares
|
$6.22 Million
0.93% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
64,902
shares
|
$6.14 Million
0.18% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
64,834
shares
|
$6.13 Million
0.18% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
63,652
shares
|
$6.02 Million
0.52% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
63,415
shares
|
$6 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
63,203
shares
|
$5.98 Million
0.1% of portfolio
|
Q3 2025
Added 117.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
62,894
shares
|
$5.95 Million
0.07% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
62,434
shares
|
$5.91 Million
3.32% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
62,076
shares
|
$5.87 Million
0.23% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
61,966
shares
|
$5.86 Million
2.81% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
61,731
shares
|
$5.84 Million
2.22% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
61,471
shares
|
$5.82 Million
0.33% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
61,447
shares
|
$5.81 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
61,339
shares
|
$5.8 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
61,280
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
61,231
shares
|
$5.79 Million
0.2% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
60,091
shares
|
$5.69 Million
0.77% of portfolio
|
Q3 2025
Added 0.29%
|
|