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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,927
shares
|
$735,942
0.02% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
7,924
shares
|
$735,664
0.06% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,922
shares
|
$735,478
0.05% of portfolio
|
Q3 2024
Added 29.91%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
7,902
shares
|
$733,621
0.04% of portfolio
|
Q1 2022
Reduced 1.54%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
7,885
shares
|
$732,043
0.07% of portfolio
|
Q2 2025
Added 208.01%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
7,823
shares
|
$726,287
0.21% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
7,817
shares
|
$725,730
0.21% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
7,793
shares
|
$723,502
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
7,791
shares
|
$723,316
0.29% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
7,780
shares
|
$722,295
0.18% of portfolio
|
Q3 2019
Reduced 6.85%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
7,769
shares
|
$721,273
0.05% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
7,764
shares
|
$720,809
0.03% of portfolio
|
Q2 2025
Reduced 33.07%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
7,753
shares
|
$719,788
0.12% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,657
shares
|
$710,875
0.03% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
7,602
shares
|
$705,769
0.07% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
7,592
shares
|
$704,841
0.1% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
7,567
shares
|
$702,520
0.0% of portfolio
|
Q2 2025
Added 21.62%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
7,529
shares
|
$698,992
0.28% of portfolio
|
Q2 2025
Added 55.62%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
7,490
shares
|
$695,371
0.04% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
7,481
shares
|
$694,536
0.1% of portfolio
|
Q3 2023
Reduced 10.26%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
7,470
shares
|
$693,514
0.07% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
7,403
shares
|
$687,294
0.21% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
7,299
shares
|
$677,639
0.05% of portfolio
|
Q3 2023
Added 62.42%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
7,293
shares
|
$677,082
0.26% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
7,290
shares
|
$676,803
0.4% of portfolio
|
Q2 2025
Reduced 0.78%
|