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 |
|---|---|---|---|---|---|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
5,706
shares
|
$529,745
0.14% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
5,700
shares
|
$529,188
0.38% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
5,699
shares
|
$529,095
0.05% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
5,681
shares
|
$527,424
0.19% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,661
shares
|
$525,567
0.13% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
5,655
shares
|
$525,010
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,644
shares
|
$523,988
0.09% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
5,637
shares
|
$523,339
0.04% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
5,627
shares
|
$522,410
0.43% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
5,605
shares
|
$520,368
0.07% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
5,576
shares
|
$517,675
0.19% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,540
shares
|
$514,333
0.02% of portfolio
|
Q3 2022
Reduced 1.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,537
shares
|
$514,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,535
shares
|
$513,869
0.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,529
shares
|
$513,312
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,525
shares
|
$512,941
0.18% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,507
shares
|
$511,269
0.03% of portfolio
|
Q2 2025
Added 35.01%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
5,485
shares
|
$509,227
0.05% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,468
shares
|
$507,649
0.39% of portfolio
|
Q3 2023
Reduced 1.8%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
5,465
shares
|
$507,370
0.08% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,465
shares
|
$507,370
0.01% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
5,464
shares
|
$507,277
0.23% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
5,449
shares
|
$505,885
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,444
shares
|
$505,420
0.22% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,427
shares
|
$503,842
0.03% of portfolio
|
Q2 2025
Reduced 1.93%
|