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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
5,129
shares
|
$476,176
0.01% of portfolio
|
Q2 2025
Added 59.98%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,118
shares
|
$475,155
0.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
5,105
shares
|
$473,948
0.43% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,100
shares
|
$473,484
0.02% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
5,079
shares
|
$471,534
0.27% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,073
shares
|
$470,977
0.13% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
5,069
shares
|
$470,605
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
5,036
shares
|
$467,542
0.15% of portfolio
|
Q4 2019
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
5,026
shares
|
$466,613
0.08% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,024
shares
|
$466,428
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
5,022
shares
|
$466,242
0.14% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
5,020
shares
|
$466,056
0.16% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
5,019
shares
|
$465,963
0.08% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
5,010
shares
|
$465,128
0.05% of portfolio
|
Q1 2025
Added 52.33%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
5,000
shares
|
$464,200
0.12% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
4,996
shares
|
$463,828
0.01% of portfolio
|
Q2 2025
Added 74.75%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
4,990
shares
|
$463,271
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
4,960
shares
|
$460,486
0.24% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,951
shares
|
$459,650
0.01% of portfolio
|
Q1 2025
Reduced 55.3%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,932
shares
|
$457,886
0.02% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
4,877
shares
|
$452,780
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
4,858
shares
|
$451,016
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
4,853
shares
|
$450,552
0.19% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
4,840
shares
|
$449,345
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,831
shares
|
$448,510
0.02% of portfolio
|
Q2 2025
Reduced 0.08%
|