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 |
|---|---|---|---|---|---|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
4,331
shares
|
$402,090
0.02% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,321
shares
|
$401,161
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
4,313
shares
|
$400,418
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,299
shares
|
$399,119
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
4,281
shares
|
$397,448
0.12% of portfolio
|
Q2 2025
Reduced 60.53%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$395,962
0.02% of portfolio
|
Q2 2021
Added 0.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
4,261
shares
|
$395,591
0.02% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
4,229
shares
|
$392,620
0.29% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
4,229
shares
|
$392,620
0.14% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
4,221
shares
|
$391,877
0.0% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
4,219
shares
|
$391,691
0.03% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
4,219
shares
|
$391,691
0.18% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
4,218
shares
|
$391,599
0.01% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
4,218
shares
|
$391,599
0.17% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,217
shares
|
$391,506
0.08% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
4,214
shares
|
$391,227
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
4,209
shares
|
$390,763
0.02% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
4,200
shares
|
$389,928
0.0% of portfolio
|
Q2 2025
Reduced 46.84%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
4,199
shares
|
$389,835
0.17% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,174
shares
|
$387,514
0.11% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
4,171
shares
|
$387,235
0.05% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
4,165
shares
|
$386,678
0.04% of portfolio
|
Q1 2023
Added 3.92%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
4,162
shares
|
$386,400
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,144
shares
|
$384,728
0.06% of portfolio
|
Q1 2024
Reduced 15.99%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,118
shares
|
$382,315
0.03% of portfolio
|
Q1 2025
Added 0.05%
|