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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
59,761
shares
|
$5.55 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
58,832
shares
|
$5.46 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
58,600
shares
|
$5.44 Million
1.98% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
58,581
shares
|
$5.44 Million
0.83% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
58,531
shares
|
$5.43 Million
0.12% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
57,927
shares
|
$5.38 Million
0.57% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
57,572
shares
|
$5.34 Million
0.41% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
57,355
shares
|
$5.32 Million
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
56,615
shares
|
$5.26 Million
0.01% of portfolio
|
Q2 2025
Added 185.65%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
56,563
shares
|
$5.25 Million
0.29% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
56,275
shares
|
$5.22 Million
2.38% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
56,152
shares
|
$5.21 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
56,013
shares
|
$5.2 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
55,685
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2025
Added 329.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
55,650
shares
|
$5.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
55,295
shares
|
$5.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
55,063
shares
|
$5.11 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
55,030
shares
|
$5.11 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
54,207
shares
|
$5.03 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
54,197
shares
|
$5.03 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
53,896
shares
|
$5 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
53,134
shares
|
$4.93 Million
0.22% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
52,828
shares
|
$4.9 Million
1.02% of portfolio
|
Q4 2021
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
52,570
shares
|
$4.88 Million
0.16% of portfolio
|
Q1 2023
Added 4.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
52,067
shares
|
$4.83 Million
0.53% of portfolio
|
Q3 2024
Added 2.24%
|