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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
11,035
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
11,000
shares
|
$1.02 Million
0.55% of portfolio
|
Q3 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
10,917
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
10,915
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 8.4%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
10,872
shares
|
$1.01 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
10,815
shares
|
$1 Million
0.53% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
10,806
shares
|
$1 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
10,791
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,698
shares
|
$993,202
0.01% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
10,680
shares
|
$991,531
0.02% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,680
shares
|
$991,531
0.02% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
10,672
shares
|
$990,788
0.07% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,628
shares
|
$986,703
0.13% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
10,600
shares
|
$984,104
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,581
shares
|
$982,340
0.0% of portfolio
|
Q2 2025
Reduced 55.01%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,565
shares
|
$980,854
0.44% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,564
shares
|
$980,761
0.03% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
10,545
shares
|
$978,997
0.27% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
10,531
shares
|
$977,698
0.44% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
10,531
shares
|
$977,698
0.76% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,511
shares
|
$975,841
0.19% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
10,470
shares
|
$972,034
0.07% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
10,394
shares
|
$964,978
0.05% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
10,326
shares
|
$958,665
0.09% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,238
shares
|
$950,495
0.12% of portfolio
|
Q2 2025
Added 0.16%
|