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 |
|---|---|---|---|---|---|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
3,396
shares
|
$315,284
0.13% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
3,396
shares
|
$315,284
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,394
shares
|
$315,098
0.06% of portfolio
|
Q2 2024
Reduced 18.1%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
3,380
shares
|
$313,799
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,360
shares
|
$311,942
0.04% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
3,350
shares
|
$311,014
0.02% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
3,347
shares
|
$310,735
0.05% of portfolio
|
Q4 2024
Reduced 57.94%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
3,335
shares
|
$309,621
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,329
shares
|
$309,064
0.14% of portfolio
|
Q2 2024
Added 49.95%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
3,317
shares
|
$307,950
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
3,301
shares
|
$306,464
0.1% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,300
shares
|
$306,372
0.02% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,293
shares
|
$305,722
0.1% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
3,286
shares
|
$305,072
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
3,285
shares
|
$304,979
0.05% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
3,275
shares
|
$304,051
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,259
shares
|
$302,565
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
3,257
shares
|
$302,379
0.04% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,256
shares
|
$302,287
0.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
3,238
shares
|
$300,615
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
3,229
shares
|
$299,780
0.01% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
3,216
shares
|
$298,573
0.01% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,213
shares
|
$298,294
0.02% of portfolio
|
Q2 2025
Reduced 96.67%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$297,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
3,194
shares
|
$296,530
0.01% of portfolio
|
Q2 2023
New holding
|