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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
15,045
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
14,948
shares
|
$1.39 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
14,861
shares
|
$1.38 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.07%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
14,756
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2025
Added 3561.54%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
14,665
shares
|
$1.36 Million
0.26% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
14,614
shares
|
$1.36 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
14,570
shares
|
$1.35 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,540
shares
|
$1.35 Million
0.41% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
14,521
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,463
shares
|
$1.34 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
14,436
shares
|
$1.34 Million
0.46% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
14,428
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
14,419
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
14,406
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 27.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
14,284
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
14,278
shares
|
$1.33 Million
0.43% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
14,251
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2025
Added 34.08%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
14,163
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
14,001
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
13,913
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
13,903
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
13,897
shares
|
$1.29 Million
0.07% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
13,888
shares
|
$1.29 Million
0.06% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
13,793
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
13,785
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2025
Added 9.96%
|