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 1,635 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
852,310
shares
|
$80.6 Million
0.14% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
826,751
shares
|
$78.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
768,383
shares
|
$72.7 Million
1.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
758,700
shares
|
$71.8 Million
0.73% of portfolio
|
Q3 2025
Reduced 22.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
757,243
shares
|
$71.7 Million
0.11% of portfolio
|
Q3 2025
Added 25.19%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
748,362
shares
|
$70.8 Million
6.18% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Oct 31, 2025 Q3 2025 |
702,067
shares
|
$66.4 Million
34.62% of portfolio
|
Q1 2023
Added 55.37%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
685,140
shares
|
$64.8 Million
1.58% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
685,140
shares
|
$64.8 Million
1.35% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
678,409
shares
|
$64.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
661,290
shares
|
$62.6 Million
1.37% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
653,290
shares
|
$61.8 Million
1.55% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
651,577
shares
|
$61.7 Million
10.97% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
648,382
shares
|
$61.3 Million
3.7% of portfolio
|
Q4 2023
Added 3.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
647,191
shares
|
$61.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
565,027
shares
|
$53.5 Million
0.11% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
556,927
shares
|
$52.7 Million
0.21% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
547,963
shares
|
$51.8 Million
1.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
533,490
shares
|
$50.5 Million
1.03% of portfolio
|
Q2 2025
Reduced 92.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
522,195
shares
|
$49.4 Million
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
510,511
shares
|
$48.3 Million
1.59% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
507,395
shares
|
$48 Million
1.87% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
506,822
shares
|
$48 Million
0.8% of portfolio
|
Q3 2025
Reduced 50.4%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
491,729
shares
|
$46.5 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
491,624
shares
|
$46.5 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.66%
|
|