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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,279
shares
|
$675,782
0.03% of portfolio
|
Q2 2025
Added 144.75%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
7,274
shares
|
$675,318
0.27% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
7,267
shares
|
$674,668
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,259
shares
|
$673,925
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
7,259
shares
|
$673,925
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
7,249
shares
|
$672,997
0.26% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
7,194
shares
|
$667,890
0.01% of portfolio
|
Q2 2025
Reduced 49.59%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,175
shares
|
$666,127
0.04% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
7,167
shares
|
$665,384
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
7,142
shares
|
$663,063
0.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,137
shares
|
$662,599
0.42% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
7,136
shares
|
$662,506
0.08% of portfolio
|
Q2 2025
Reduced 23.25%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,122
shares
|
$661,206
0.24% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,116
shares
|
$660,649
0.03% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
7,058
shares
|
$655,264
0.15% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
7,058
shares
|
$655,264
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
7,051
shares
|
$654,614
0.04% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
7,050
shares
|
$654,522
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,020
shares
|
$651,736
0.14% of portfolio
|
Q4 2023
Added 4.15%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
6,933
shares
|
$643,659
0.62% of portfolio
|
Q4 2023
Added 5.99%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
6,907
shares
|
$641,245
0.06% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,897
shares
|
$640,317
0.29% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
6,877
shares
|
$638,460
0.15% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,840
shares
|
$635,025
0.02% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,837
shares
|
$634,747
0.05% of portfolio
|
Q1 2025
Added 5.12%
|