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 |
|---|---|---|---|---|---|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
3,190
shares
|
$296,159
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
3,187
shares
|
$295,881
0.23% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
3,180
shares
|
$295,231
0.49% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
3,175
shares
|
$294,767
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,160
shares
|
$293,374
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
3,157
shares
|
$293,095
0.26% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
3,150
shares
|
$292,446
0.03% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
3,149
shares
|
$292,353
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,139
shares
|
$291,424
0.04% of portfolio
|
Q2 2025
Reduced 79.91%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
3,132
shares
|
$290,774
0.0% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,129
shares
|
$290,496
0.03% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
3,125
shares
|
$290,125
0.14% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
3,122
shares
|
$289,846
0.11% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,117
shares
|
$289,382
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
3,104
shares
|
$288,175
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
3,103
shares
|
$288,082
0.52% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,099
shares
|
$287,711
0.04% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
3,096
shares
|
$287,432
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
3,095
shares
|
$287,339
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
3,094
shares
|
$287,246
0.19% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,091
shares
|
$286,968
0.02% of portfolio
|
Q2 2025
Added 37.56%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,086
shares
|
$286,504
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
3,084
shares
|
$286,318
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,076
shares
|
$285,575
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
3,075
shares
|
$285,483
0.05% of portfolio
|
Q2 2024
Reduced 22.64%
|