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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
443,833
shares
|
$41.2 Million
5.43% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
439,991
shares
|
$40.8 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
431,617
shares
|
$40.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
422,089
shares
|
$39.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 52.28%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
413,792
shares
|
$38.4 Million
0.55% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
402,940
shares
|
$37.4 Million
4.77% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
385,232
shares
|
$35.8 Million
7.24% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
384,562
shares
|
$35.7 Million
2.67% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
384,394
shares
|
$35.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
381,204
shares
|
$35.4 Million
0.64% of portfolio
|
Q2 2025
Added 33.28%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
379,735
shares
|
$35.3 Million
4.8% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
379,580
shares
|
$35.2 Million
0.25% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
376,931
shares
|
$35 Million
0.08% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
362,956
shares
|
$33.7 Million
3.85% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
356,643
shares
|
$33.1 Million
20.1% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
351,930
shares
|
$32.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
339,958
shares
|
$31.6 Million
0.04% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
335,130
shares
|
$31.1 Million
0.09% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
323,140
shares
|
$30 Million
4.0% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
312,578
shares
|
$29 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
311,511
shares
|
$28.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 92.48%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
292,367
shares
|
$27.1 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
291,489
shares
|
$27.1 Million
0.19% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
290,717
shares
|
$27 Million
0.14% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
273,859
shares
|
$25.4 Million
1.41% of portfolio
|
Q2 2025
Added 3.37%
|