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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
37,688
shares
|
$3.5 Million
0.09% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
37,514
shares
|
$3.48 Million
0.26% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
37,327
shares
|
$3.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
36,662
shares
|
$3.4 Million
2.38% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
36,175
shares
|
$3.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
36,009
shares
|
$3.34 Million
0.49% of portfolio
|
Q3 2023
Reduced 5.96%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,726
shares
|
$3.32 Million
0.15% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
35,655
shares
|
$3.31 Million
0.07% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
35,651
shares
|
$3.31 Million
0.2% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
35,515
shares
|
$3.3 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
35,471
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
35,418
shares
|
$3.29 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
35,328
shares
|
$3.28 Million
0.54% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
35,209
shares
|
$3.27 Million
0.44% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
35,208
shares
|
$3.27 Million
0.87% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,178
shares
|
$3.27 Million
0.03% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
35,033
shares
|
$3.25 Million
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
35,001
shares
|
$3.25 Million
1.67% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
34,857
shares
|
$3.24 Million
0.19% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
34,828
shares
|
$3.23 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
34,669
shares
|
$3.22 Million
0.27% of portfolio
|
Q2 2024
Reduced 26.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
34,381
shares
|
$3.19 Million
0.1% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
33,985
shares
|
$3.16 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
New South Capital Management Inc
Memphis, TN |
Aug 13, 2025 Q2 2025 |
33,730
shares
|
$3.13 Million
0.17% of portfolio
|
Q2 2025
Added 253.93%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
33,610
shares
|
$3.12 Million
0.17% of portfolio
|
Q2 2025
Added 76.14%
|