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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,884
shares
|
$824,790
0.4% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
8,864
shares
|
$822,933
0.38% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
8,863
shares
|
$822,840
0.29% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
8,845
shares
|
$821,169
0.02% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
8,829
shares
|
$819,684
0.05% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
8,744
shares
|
$811,792
0.06% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
8,740
shares
|
$811,421
0.06% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
8,738
shares
|
$811,235
0.01% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
8,724
shares
|
$809,936
0.07% of portfolio
|
Q2 2024
Added 366.52%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,706
shares
|
$808,265
0.03% of portfolio
|
Q2 2025
Added 23.58%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
8,700
shares
|
$807,708
0.21% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
8,674
shares
|
$805,294
0.05% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
8,667
shares
|
$804,644
0.15% of portfolio
|
Q2 2025
Reduced 59.73%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
8,642
shares
|
$802,323
0.25% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
8,630
shares
|
$801,209
0.28% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
8,562
shares
|
$794,896
0.03% of portfolio
|
Q2 2025
Added 202.87%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
8,535
shares
|
$792,389
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
8,533
shares
|
$792,203
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
8,511
shares
|
$790,161
0.09% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
8,488
shares
|
$788,025
0.02% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
8,485
shares
|
$787,747
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
8,460
shares
|
$785,426
0.03% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
8,439
shares
|
$783,476
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,425
shares
|
$782,177
0.05% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,399
shares
|
$779,763
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|