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 1,607 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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,484
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,354
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,208
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,154
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 158.38%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
12,112
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
12,074
shares
|
$1.12 Million
0.7% of portfolio
|
Q2 2024
Reduced 24.64%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
12,010
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
11,845
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
11,691
shares
|
$1.09 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,629
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 63.21%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
11,541
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
11,522
shares
|
$1.07 Million
0.85% of portfolio
|
Q4 2021
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,492
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
11,417
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 28.83%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
11,364
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,361
shares
|
$1.05 Million
0.44% of portfolio
|
Q2 2025
Added 66.83%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
11,351
shares
|
$1.05 Million
0.11% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
11,336
shares
|
$1.05 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
11,329
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,256
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
11,256
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
11,192
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,183
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.82%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
11,142
shares
|
$1.03 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,066
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
New holding
|