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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
829,814
shares
|
$77 Million
0.14% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
828,507
shares
|
$76.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
805,274
shares
|
$74.8 Million
1.76% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
765,110
shares
|
$71 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
748,362
shares
|
$69.5 Million
6.18% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
732,758
shares
|
$68 Million
1.62% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
732,758
shares
|
$68 Million
1.38% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Aug 13, 2025 Q2 2025 |
702,067
shares
|
$65.2 Million
34.46% of portfolio
|
Q1 2023
Added 55.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
682,560
shares
|
$63.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
654,268
shares
|
$60.7 Million
1.36% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
653,290
shares
|
$60.7 Million
1.55% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
650,966
shares
|
$60.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
648,382
shares
|
$60.2 Million
3.7% of portfolio
|
Q4 2023
Added 3.25%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
645,119
shares
|
$59.9 Million
12.08% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
565,027
shares
|
$52.5 Million
0.11% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
547,366
shares
|
$50.8 Million
1.04% of portfolio
|
Q2 2025
Reduced 51.11%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
544,897
shares
|
$50.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
521,577
shares
|
$48.4 Million
0.06% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
511,307
shares
|
$47.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
501,728
shares
|
$46.6 Million
1.58% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
499,719
shares
|
$46.4 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
494,871
shares
|
$45.9 Million
1.06% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
482,136
shares
|
$44.8 Million
0.36% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
477,302
shares
|
$44.3 Million
0.13% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
451,557
shares
|
$41.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.84%
|