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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
3,638
shares
|
$337,751
0.0% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
3,629
shares
|
$336,916
0.03% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,623
shares
|
$336,359
0.09% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,614
shares
|
$335,523
0.12% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
3,609
shares
|
$335,059
0.1% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,597
shares
|
$333,945
0.02% of portfolio
|
Q2 2025
Reduced 89.15%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
3,588
shares
|
$333,109
0.08% of portfolio
|
Q1 2024
Added 16.64%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
3,560
shares
|
$330,510
0.16% of portfolio
|
Q3 2023
Reduced 37.38%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
3,558
shares
|
$330,324
0.05% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,553
shares
|
$329,860
0.03% of portfolio
|
Q2 2024
Added 20.26%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
3,550
shares
|
$329,582
0.07% of portfolio
|
Q2 2025
Reduced 29.0%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,549
shares
|
$329,489
0.05% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
3,537
shares
|
$328,375
0.04% of portfolio
|
Q4 2024
Reduced 68.77%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,524
shares
|
$327,168
0.02% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
3,522
shares
|
$326,982
0.17% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
3,516
shares
|
$326,425
0.01% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,496
shares
|
$324,568
0.24% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
3,485
shares
|
$323,547
0.37% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
3,453
shares
|
$320,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,450
shares
|
$320,298
0.01% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
3,448
shares
|
$320,112
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,410
shares
|
$316,584
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,404
shares
|
$316,027
0.11% of portfolio
|
Q2 2023
Reduced 19.79%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
3,402
shares
|
$315,841
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,400
shares
|
$315,656
0.07% of portfolio
|
Q4 2022
Reduced 7.33%
|