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 |
|---|---|---|---|---|---|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
6,804
shares
|
$631,683
0.17% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
6,792
shares
|
$630,569
0.04% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
6,786
shares
|
$630,012
0.06% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
6,784
shares
|
$629,826
0.22% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
6,736
shares
|
$625,370
0.06% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
6,728
shares
|
$624,627
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,704
shares
|
$622,399
0.01% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,702
shares
|
$622,213
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,688
shares
|
$620,913
0.11% of portfolio
|
Q2 2025
Added 53.46%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,685
shares
|
$620,635
0.05% of portfolio
|
Q4 2022
Reduced 26.01%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
6,681
shares
|
$620,264
0.38% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,654
shares
|
$617,757
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
6,610
shares
|
$613,672
0.11% of portfolio
|
Q1 2025
Added 32.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,607
shares
|
$613,393
0.05% of portfolio
|
Q2 2023
Reduced 26.42%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,600
shares
|
$612,744
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,587
shares
|
$611,537
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
6,571
shares
|
$610,051
0.36% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
6,538
shares
|
$606,987
0.21% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
6,520
shares
|
$605,316
0.02% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,479
shares
|
$601,510
0.05% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
6,455
shares
|
$599,282
0.14% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,449
shares
|
$598,725
0.04% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,441
shares
|
$597,982
0.03% of portfolio
|
Q1 2021
Reduced 18.47%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
6,427
shares
|
$596,682
0.15% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
6,376
shares
|
$591,947
0.28% of portfolio
|
Q2 2025
Reduced 67.01%
|