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 |
|---|---|---|---|---|---|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
51,746
shares
|
$4.8 Million
2.44% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
51,439
shares
|
$4.78 Million
0.14% of portfolio
|
Q2 2020
Added 7.01%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
50,909
shares
|
$4.73 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
50,690
shares
|
$4.71 Million
0.06% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
50,053
shares
|
$4.65 Million
0.09% of portfolio
|
Q2 2025
Added 36.58%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
48,913
shares
|
$4.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
48,780
shares
|
$4.53 Million
0.84% of portfolio
|
Q2 2021
Reduced 1.69%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
48,604
shares
|
$4.51 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
48,481
shares
|
$4.5 Million
0.11% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
48,198
shares
|
$4.47 Million
0.17% of portfolio
|
Q2 2025
Added 104.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
48,147
shares
|
$4.47 Million
0.08% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
48,062
shares
|
$4.46 Million
2.54% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
47,015
shares
|
$4.36 Million
1.0% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
46,767
shares
|
$4.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
45,906
shares
|
$4.26 Million
1.31% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
45,591
shares
|
$4.23 Million
1.44% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
45,230
shares
|
$4.2 Million
0.55% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
45,028
shares
|
$4.18 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
44,780
shares
|
$4.16 Million
1.97% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
44,542
shares
|
$4.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
44,535
shares
|
$4.13 Million
1.72% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
44,069
shares
|
$4.09 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
43,669
shares
|
$4.05 Million
1.63% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
42,982
shares
|
$3.99 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
42,910
shares
|
$3.98 Million
0.34% of portfolio
|
Q2 2025
Reduced 21.12%
|