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 |
|---|---|---|---|---|---|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
5,412
shares
|
$502,450
1.89% of portfolio
|
Q2 2025
Reduced 11.7%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
5,408
shares
|
$502,078
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,396
shares
|
$500,964
0.05% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
5,381
shares
|
$499,572
0.0% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,373
shares
|
$498,829
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
5,344
shares
|
$496,136
0.1% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
5,337
shares
|
$495,487
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
5,326
shares
|
$494,465
0.03% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,320
shares
|
$493,908
0.79% of portfolio
|
Q1 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,312
shares
|
$493,166
0.03% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,309
shares
|
$492,887
0.18% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
5,292
shares
|
$491,309
0.07% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,272
shares
|
$489,452
0.26% of portfolio
|
Q2 2022
Reduced 71.53%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
5,270
shares
|
$489,266
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,266
shares
|
$488,895
0.28% of portfolio
|
Q1 2021
Added 167.85%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,260
shares
|
$488,338
0.11% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,250
shares
|
$487,410
0.02% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
5,243
shares
|
$486,760
0.04% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
5,190
shares
|
$481,839
0.0% of portfolio
|
Q2 2025
Added 65.44%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,182
shares
|
$481,096
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
5,180
shares
|
$480,911
0.05% of portfolio
|
Q4 2023
Reduced 2.81%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
5,180
shares
|
$480,911
0.34% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
5,143
shares
|
$477,476
0.02% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
5,139
shares
|
$477,104
0.22% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
5,131
shares
|
$476,362
0.03% of portfolio
|
Q1 2025
Reduced 8.23%
|