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 |
|---|---|---|---|---|---|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
42,799
shares
|
$3.97 Million
1.48% of portfolio
|
Q2 2025
Added 50.55%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
42,793
shares
|
$3.97 Million
1.29% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
42,410
shares
|
$3.94 Million
1.83% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
42,242
shares
|
$3.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
42,102
shares
|
$3.91 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
42,096
shares
|
$3.91 Million
1.04% of portfolio
|
Q2 2025
Added 1449.93%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
41,863
shares
|
$3.89 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,013
shares
|
$3.81 Million
0.07% of portfolio
|
Q3 2022
Added 169.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
40,852
shares
|
$3.79 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
40,676
shares
|
$3.78 Million
0.14% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,469
shares
|
$3.76 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
40,193
shares
|
$3.73 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
39,986
shares
|
$3.71 Million
1.04% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
39,849
shares
|
$3.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
39,374
shares
|
$3.66 Million
1.62% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
39,251
shares
|
$3.64 Million
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
39,238
shares
|
$3.64 Million
0.05% of portfolio
|
Q2 2025
Added 81.66%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
38,873
shares
|
$3.61 Million
1.63% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
38,756
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
38,686
shares
|
$3.59 Million
0.09% of portfolio
|
Q2 2025
Added 27.37%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
38,319
shares
|
$3.56 Million
0.9% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
38,211
shares
|
$3.55 Million
0.1% of portfolio
|
Q2 2025
Added 27.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
38,205
shares
|
$3.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 39.8%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
38,121
shares
|
$3.54 Million
0.27% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
37,985
shares
|
$3.53 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.2%
|