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 |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
29,709
shares
|
$2.76 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
29,599
shares
|
$2.75 Million
0.96% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
29,501
shares
|
$2.74 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
29,369
shares
|
$2.73 Million
0.98% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
29,285
shares
|
$2.72 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
29,163
shares
|
$2.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.44%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
29,125
shares
|
$2.7 Million
0.05% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
28,702
shares
|
$2.66 Million
1.73% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
28,534
shares
|
$2.65 Million
1.16% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
28,500
shares
|
$2.65 Million
0.52% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
28,404
shares
|
$2.64 Million
0.63% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
28,369
shares
|
$2.63 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
28,369
shares
|
$2.63 Million
1.73% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
28,124
shares
|
$2.61 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
28,049
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
28,043
shares
|
$2.6 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
27,992
shares
|
$2.6 Million
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
27,991
shares
|
$2.6 Million
0.02% of portfolio
|
Q2 2025
Added 23.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,930
shares
|
$2.59 Million
0.07% of portfolio
|
Q4 2023
Added 4.17%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
27,902
shares
|
$2.59 Million
0.76% of portfolio
|
Q1 2023
Added 9.46%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
27,835
shares
|
$2.58 Million
0.23% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
27,592
shares
|
$2.56 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
27,203
shares
|
$2.53 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
27,089
shares
|
$2.51 Million
0.6% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
26,998
shares
|
$2.51 Million
0.32% of portfolio
|
Q2 2025
Added 0.38%
|