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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,608
shares
|
$892,006
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
9,606
shares
|
$891,821
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
9,600
shares
|
$891,264
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
9,511
shares
|
$883,001
0.18% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
9,510
shares
|
$882,908
0.05% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
9,504
shares
|
$882,351
0.07% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
9,489
shares
|
$880,958
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
9,484
shares
|
$880,494
0.34% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
9,471
shares
|
$879,287
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
9,437
shares
|
$876,131
0.06% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
9,423
shares
|
$874,831
0.25% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,276
shares
|
$861,183
0.24% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
9,271
shares
|
$860,719
0.06% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
9,253
shares
|
$859,048
0.0% of portfolio
|
Q2 2025
Added 581.37%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
9,217
shares
|
$855,706
0.09% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
9,177
shares
|
$851,992
0.19% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
9,158
shares
|
$850,228
0.31% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
9,141
shares
|
$848,650
0.42% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,118
shares
|
$846,515
0.35% of portfolio
|
Q1 2023
Reduced 1.89%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
9,111
shares
|
$845,865
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
9,042
shares
|
$839,459
0.59% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
9,017
shares
|
$837,138
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
9,002
shares
|
$835,745
0.1% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
8,952
shares
|
$831,103
0.36% of portfolio
|
Q2 2025
Added 89420.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
8,913
shares
|
$827,482
0.02% of portfolio
|
Q2 2025
Reduced 4.41%
|