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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
68,386
shares
|
$6.35 Million
0.08% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
67,807
shares
|
$6.3 Million
2.66% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
67,227
shares
|
$6.24 Million
6.02% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
67,126
shares
|
$6.23 Million
2.08% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
65,345
shares
|
$6.07 Million
0.12% of portfolio
|
Q2 2025
Added 123.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
65,341
shares
|
$6.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 77.38%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
65,113
shares
|
$6.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
63,168
shares
|
$5.86 Million
0.18% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
62,468
shares
|
$5.8 Million
0.07% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
62,143
shares
|
$5.77 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
61,923
shares
|
$5.75 Million
0.67% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
61,845
shares
|
$5.74 Million
0.18% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
61,838
shares
|
$5.74 Million
2.84% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
61,730
shares
|
$5.73 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
61,672
shares
|
$5.73 Million
1.33% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
61,555
shares
|
$5.71 Million
1.44% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
61,543
shares
|
$5.71 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
61,508
shares
|
$5.71 Million
1.88% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
61,471
shares
|
$5.71 Million
0.31% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
61,455
shares
|
$5.71 Million
3.32% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
61,318
shares
|
$5.69 Million
0.0% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
60,858
shares
|
$5.65 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
60,505
shares
|
$5.62 Million
0.19% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
60,349
shares
|
$5.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
59,916
shares
|
$5.56 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.05%
|