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 |
|---|---|---|---|---|---|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
25,023
shares
|
$2.32 Million
0.71% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
24,986
shares
|
$2.32 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
24,481
shares
|
$2.27 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
24,431
shares
|
$2.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
24,383
shares
|
$2.26 Million
0.16% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
23,977
shares
|
$2.23 Million
0.18% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
23,951
shares
|
$2.22 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
23,949
shares
|
$2.22 Million
0.49% of portfolio
|
Q2 2025
Reduced 27.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
23,650
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
23,645
shares
|
$2.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
23,636
shares
|
$2.19 Million
2.88% of portfolio
|
Q2 2025
Reduced 34.43%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
23,507
shares
|
$2.18 Million
0.79% of portfolio
|
Q2 2025
Added 47.73%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
23,482
shares
|
$2.18 Million
1.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
23,308
shares
|
$2.16 Million
0.5% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
23,229
shares
|
$2.16 Million
0.08% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
23,192
shares
|
$2.15 Million
1.29% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
22,851
shares
|
$2.12 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
22,782
shares
|
$2.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
22,727
shares
|
$2.11 Million
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
22,700
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 170.24%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
22,601
shares
|
$2.1 Million
1.23% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
22,305
shares
|
$2.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
22,284
shares
|
$2.07 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
22,280
shares
|
$2.07 Million
0.11% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
22,176
shares
|
$2.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.63%
|