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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
6,346
shares
|
$589,162
0.04% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
6,333
shares
|
$587,955
0.1% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
6,325
shares
|
$587,213
0.48% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
6,318
shares
|
$586,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
6,301
shares
|
$584,984
0.22% of portfolio
|
Q3 2023
Reduced 18.71%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,288
shares
|
$583,777
0.17% of portfolio
|
Q2 2025
Added 62.48%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
6,279
shares
|
$582,942
0.46% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
6,273
shares
|
$582,385
0.33% of portfolio
|
Q4 2024
Added 126.22%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,272
shares
|
$582,292
0.2% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
6,270
shares
|
$582,106
0.05% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
6,261
shares
|
$581,271
0.26% of portfolio
|
Q2 2025
Reduced 27.59%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,200
shares
|
$575,608
0.02% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
6,191
shares
|
$574,772
0.18% of portfolio
|
Q1 2024
Reduced 25.39%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
6,170
shares
|
$572,822
0.17% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
6,170
shares
|
$572,822
0.95% of portfolio
|
Q2 2025
Added 77.1%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
6,120
shares
|
$568,180
0.02% of portfolio
|
Q3 2022
Reduced 26.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
6,096
shares
|
$565,952
0.01% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
6,093
shares
|
$565,674
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,048
shares
|
$561,496
0.04% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
6,005
shares
|
$557,504
0.29% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
5,995
shares
|
$556,575
0.09% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
5,995
shares
|
$556,575
0.05% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,980
shares
|
$555,183
0.06% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
5,960
shares
|
$553,326
0.05% of portfolio
|
Q1 2022
Added 23.65%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,946
shares
|
$552,026
0.35% of portfolio
|
Q3 2024
Added 1.82%
|