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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
4,643
shares
|
$431,056
0.01% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
4,619
shares
|
$428,827
0.04% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
4,619
shares
|
$428,827
0.19% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
4,600
shares
|
$427,064
0.17% of portfolio
|
Q4 2024
Added 18300.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,599
shares
|
$426,971
0.03% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,584
shares
|
$425,578
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
4,553
shares
|
$422,700
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
4,540
shares
|
$421,493
0.06% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
4,539
shares
|
$421,400
0.26% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
4,520
shares
|
$419,636
0.06% of portfolio
|
Q1 2024
Added 56.67%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,480
shares
|
$415,923
0.05% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
4,479
shares
|
$415,830
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
4,475
shares
|
$415,459
0.0% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
4,450
shares
|
$413,138
0.08% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
4,449
shares
|
$413,045
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,444
shares
|
$412,580
0.02% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
4,441
shares
|
$412,302
0.08% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
4,437
shares
|
$411,931
0.12% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
4,434
shares
|
$411,652
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
4,430
shares
|
$411,281
0.05% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,414
shares
|
$409,795
0.01% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,409
shares
|
$409,331
0.02% of portfolio
|
Q4 2021
Added 29.33%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
4,393
shares
|
$407,846
0.16% of portfolio
|
Q2 2023
Reduced 35.33%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,358
shares
|
$404,596
0.02% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,340
shares
|
$402,925
0.02% of portfolio
|
Q2 2025
Reduced 64.0%
|