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 |
|---|---|---|---|---|---|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
33,462
shares
|
$3.11 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
33,355
shares
|
$3.1 Million
0.49% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
33,322
shares
|
$3.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
33,304
shares
|
$3.09 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,145
shares
|
$3.08 Million
0.96% of portfolio
|
Q3 2022
Added 22.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
32,950
shares
|
$3.06 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
32,899
shares
|
$3.05 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
32,599
shares
|
$3.03 Million
0.06% of portfolio
|
Q2 2025
Added 64.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
32,569
shares
|
$3.02 Million
0.18% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
32,427
shares
|
$3.01 Million
0.13% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,195
shares
|
$2.99 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
31,980
shares
|
$2.97 Million
0.95% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
31,766
shares
|
$2.95 Million
0.14% of portfolio
|
Q2 2025
Reduced 40.72%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
31,427
shares
|
$2.92 Million
0.29% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
31,183
shares
|
$2.9 Million
0.07% of portfolio
|
Q2 2025
Added 52.34%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
31,165
shares
|
$2.89 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
31,158
shares
|
$2.89 Million
0.23% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
31,000
shares
|
$2.88 Million
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
30,806
shares
|
$2.86 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
30,382
shares
|
$2.82 Million
0.09% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
30,354
shares
|
$2.82 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
30,188
shares
|
$2.8 Million
1.7% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
29,977
shares
|
$2.78 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
29,850
shares
|
$2.77 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
29,765
shares
|
$2.76 Million
0.25% of portfolio
|
Q2 2025
Added 0.15%
|