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 |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
10,231
shares
|
$949,846
0.08% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
10,211
shares
|
$947,989
0.17% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
10,189
shares
|
$945,946
0.42% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10,160
shares
|
$943,254
0.03% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
10,148
shares
|
$942,140
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
10,112
shares
|
$938,798
0.37% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
10,081
shares
|
$935,920
0.07% of portfolio
|
Q2 2025
Added 198.52%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
10,025
shares
|
$930,721
0.41% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,024
shares
|
$930,628
0.04% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
10,022
shares
|
$930,442
0.0% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
10,004
shares
|
$928,771
0.15% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
9,974
shares
|
$925,986
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
9,961
shares
|
$924,779
0.03% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
9,940
shares
|
$922,829
0.47% of portfolio
|
Q2 2024
Added 14.64%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
9,927
shares
|
$921,622
0.17% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
9,925
shares
|
$921,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,862
shares
|
$915,588
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
9,838
shares
|
$913,359
0.05% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
9,797
shares
|
$909,553
0.08% of portfolio
|
Q2 2025
Added 42.34%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,769
shares
|
$906,953
0.94% of portfolio
|
Q4 2021
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,756
shares
|
$905,747
0.25% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
9,743
shares
|
$904,540
0.1% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,667
shares
|
$897,484
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
9,638
shares
|
$894,791
0.18% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
9,633
shares
|
$894,327
0.49% of portfolio
|
Q2 2025
New holding
|