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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
26,975
shares
|
$2.5 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
26,956
shares
|
$2.5 Million
0.76% of portfolio
|
Q4 2020
Added 666.67%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
26,939
shares
|
$2.5 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
26,887
shares
|
$2.5 Million
0.77% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
26,878
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,877
shares
|
$2.5 Million
0.18% of portfolio
|
Q4 2022
Added 3.49%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
26,848
shares
|
$2.49 Million
0.42% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
26,842
shares
|
$2.49 Million
0.27% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
26,525
shares
|
$2.46 Million
0.16% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
26,450
shares
|
$2.46 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
26,399
shares
|
$2.45 Million
0.03% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
26,391
shares
|
$2.45 Million
0.16% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
26,129
shares
|
$2.43 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
26,114
shares
|
$2.42 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
26,011
shares
|
$2.41 Million
0.15% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
25,986
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
25,913
shares
|
$2.41 Million
1.34% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
25,653
shares
|
$2.38 Million
0.19% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
25,616
shares
|
$2.38 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
25,600
shares
|
$2.38 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
25,577
shares
|
$2.37 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
25,425
shares
|
$2.36 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
25,406
shares
|
$2.36 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
25,162
shares
|
$2.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
25,087
shares
|
$2.33 Million
0.05% of portfolio
|
Q2 2025
Added 0.03%
|