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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
8,397
shares
|
$779,577
0.12% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,388
shares
|
$778,741
0.9% of portfolio
|
Q4 2022
Reduced 7.18%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
8,369
shares
|
$776,977
0.05% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
8,363
shares
|
$776,420
0.1% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
8,344
shares
|
$774,656
0.05% of portfolio
|
Q2 2022
Added 6.97%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
8,344
shares
|
$774,656
0.03% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
8,316
shares
|
$772,057
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
8,300
shares
|
$770,572
0.0% of portfolio
|
Q2 2025
Reduced 71.1%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,284
shares
|
$769,086
0.02% of portfolio
|
Q2 2025
Reduced 22.43%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
8,247
shares
|
$765,651
0.18% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
8,228
shares
|
$763,887
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
8,226
shares
|
$763,701
0.08% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
8,225
shares
|
$763,609
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
8,210
shares
|
$762,216
0.14% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,177
shares
|
$759,152
0.04% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
8,150
shares
|
$756,646
0.06% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
8,123
shares
|
$754,139
0.06% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
8,101
shares
|
$752,096
0.03% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
8,071
shares
|
$749,311
0.06% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
8,071
shares
|
$749,311
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,055
shares
|
$747,826
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,034
shares
|
$745,876
0.04% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
8,015
shares
|
$744,112
0.07% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
7,963
shares
|
$739,284
0.14% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
7,946
shares
|
$737,706
0.09% of portfolio
|
Q2 2025
Added 136.56%
|