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 |
|---|---|---|---|---|---|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
5,945
shares
|
$551,933
0.0% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,943
shares
|
$551,748
0.06% of portfolio
|
Q1 2022
Reduced 24.46%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
5,941
shares
|
$551,562
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,926
shares
|
$550,169
0.01% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
5,919
shares
|
$549,519
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
5,915
shares
|
$549,148
0.1% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
5,907
shares
|
$548,405
0.01% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
5,907
shares
|
$548,405
0.13% of portfolio
|
Q1 2025
Added 127.28%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
5,906
shares
|
$548,313
0.0% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
5,900
shares
|
$547,756
0.0% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
5,891
shares
|
$546,920
0.27% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,887
shares
|
$546,549
0.17% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
5,883
shares
|
$546,177
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
5,881
shares
|
$545,992
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
5,880
shares
|
$545,899
0.1% of portfolio
|
Q4 2024
Reduced 34.99%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,837
shares
|
$541,907
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
5,832
shares
|
$541,442
0.21% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
5,800
shares
|
$538,472
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,768
shares
|
$535,501
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
5,767
shares
|
$535,408
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
5,764
shares
|
$535,129
0.3% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,762
shares
|
$534,944
0.02% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,751
shares
|
$533,922
0.09% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
5,718
shares
|
$530,859
0.26% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,712
shares
|
$530,302
0.02% of portfolio
|
Q2 2025
Added 11.69%
|