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 $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
29,850
shares
|
$2.84 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
29,765
shares
|
$2.83 Million
0.25% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
29,709
shares
|
$2.82 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
29,599
shares
|
$2.81 Million
0.96% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
29,501
shares
|
$2.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
29,369
shares
|
$2.79 Million
0.98% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
29,125
shares
|
$2.77 Million
0.05% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
28,534
shares
|
$2.71 Million
1.16% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
28,500
shares
|
$2.71 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
28,404
shares
|
$2.7 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
|
$2.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
28,244
shares
|
$2.69 Million
1.44% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
28,124
shares
|
$2.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
28,049
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
28,043
shares
|
$2.67 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
27,992
shares
|
$2.66 Million
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,930
shares
|
$2.66 Million
0.07% of portfolio
|
Q4 2023
Added 4.17%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
27,909
shares
|
$2.65 Million
0.32% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
27,902
shares
|
$2.65 Million
0.76% of portfolio
|
Q1 2023
Added 9.46%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
27,899
shares
|
$2.65 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
27,835
shares
|
$2.65 Million
0.23% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
27,792
shares
|
$2.64 Million
1.4% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
27,592
shares
|
$2.62 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
27,219
shares
|
$2.59 Million
0.14% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
27,203
shares
|
$2.59 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.72%
|