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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,109
shares
|
$381,479
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,108
shares
|
$381,386
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
4,076
shares
|
$378,415
0.04% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
4,068
shares
|
$377,673
0.03% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,059
shares
|
$376,837
0.05% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
4,050
shares
|
$376,002
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,040
shares
|
$375,073
0.03% of portfolio
|
Q3 2022
Reduced 53.29%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,022
shares
|
$373,402
0.04% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
4,001
shares
|
$371,452
0.16% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$371,360
0.0% of portfolio
|
Q2 2022
Reduced 20.79%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
4,000
shares
|
$371,360
0.15% of portfolio
|
Q4 2024
Reduced 35.44%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
3,998
shares
|
$371,174
0.14% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
3,996
shares
|
$370,988
0.01% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,961
shares
|
$367,739
0.01% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
3,960
shares
|
$367,646
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,946
shares
|
$366,346
0.03% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,934
shares
|
$365,232
0.02% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,932
shares
|
$365,046
0.01% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
3,903
shares
|
$362,354
0.03% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,900
shares
|
$362,076
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
3,890
shares
|
$361,147
0.25% of portfolio
|
Q2 2025
Added 4476.47%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,889
shares
|
$361,054
0.1% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,888
shares
|
$360,961
0.06% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,884
shares
|
$360,590
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,874
shares
|
$359,662
0.25% of portfolio
|
Q4 2024
Added 0.31%
|