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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
3,848
shares
|
$357,248
0.15% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
3,837
shares
|
$356,227
0.08% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,835
shares
|
$356,041
0.12% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
3,826
shares
|
$355,205
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
3,822
shares
|
$354,834
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,821
shares
|
$354,741
0.05% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
3,814
shares
|
$354,091
0.23% of portfolio
|
Q2 2023
Reduced 13.73%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
3,811
shares
|
$353,813
0.09% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
3,800
shares
|
$352,792
0.07% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
3,800
shares
|
$352,792
0.22% of portfolio
|
Q2 2023
Reduced 20.83%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
3,791
shares
|
$351,956
0.31% of portfolio
|
Q2 2025
Added 520.46%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3,784
shares
|
$351,306
0.04% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
3,779
shares
|
$350,842
0.15% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,776
shares
|
$350,563
0.06% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
3,764
shares
|
$349,449
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
3,757
shares
|
$348,799
0.09% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
3,743
shares
|
$347,500
0.03% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
3,722
shares
|
$345,550
0.06% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
3,716
shares
|
$344,993
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
3,700
shares
|
$343,508
0.16% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
3,681
shares
|
$341,744
0.04% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,658
shares
|
$339,608
0.02% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
3,654
shares
|
$339,237
0.08% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
3,653
shares
|
$339,144
0.18% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,639
shares
|
$337,844
0.05% of portfolio
|
Q1 2025
Added 0.58%
|