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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,831
shares
|
$448,510
0.05% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,825
shares
|
$447,953
0.07% of portfolio
|
Q2 2024
Added 286.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,810
shares
|
$446,560
0.02% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
4,804
shares
|
$446,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
4,781
shares
|
$443,868
0.07% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,778
shares
|
$443,589
0.0% of portfolio
|
Q2 2025
Reduced 70.9%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
4,752
shares
|
$441,175
0.19% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,747
shares
|
$440,711
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
4,743
shares
|
$440,340
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
4,740
shares
|
$440,061
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,740
shares
|
$440,061
0.0% of portfolio
|
Q2 2020
Reduced 61.88%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
4,734
shares
|
$439,504
0.08% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,731
shares
|
$439,226
0.04% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,717
shares
|
$437,926
0.0% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
4,716
shares
|
$437,833
0.08% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
4,712
shares
|
$437,462
0.2% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
4,712
shares
|
$437,462
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,710
shares
|
$437,276
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
4,702
shares
|
$436,533
0.05% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
4,696
shares
|
$435,976
0.14% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,696
shares
|
$435,976
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
4,675
shares
|
$434,027
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
4,672
shares
|
$433,748
0.3% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
4,658
shares
|
$432,448
0.31% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
4,655
shares
|
$432,170
0.08% of portfolio
|
Q2 2025
Reduced 14.56%
|