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 |
|---|---|---|---|---|---|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
19,914
shares
|
$1.85 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
19,801
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
19,725
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
19,517
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
19,483
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 58.93%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,466
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19,407
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Added 29.98%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
19,353
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
19,311
shares
|
$1.79 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
19,195
shares
|
$1.78 Million
1.1% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
19,081
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
18,870
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2025
Added 24.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,830
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 51.14%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
18,805
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
18,786
shares
|
$1.74 Million
0.55% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
18,779
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Added 24.34%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
18,761
shares
|
$1.74 Million
0.16% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,717
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
18,694
shares
|
$1.74 Million
0.91% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
18,541
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Added 105.39%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
18,494
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
18,489
shares
|
$1.72 Million
0.37% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
18,488
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
18,451
shares
|
$1.71 Million
0.1% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
18,396
shares
|
$1.71 Million
0.66% of portfolio
|
Q2 2025
New holding
|