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 |
|---|---|---|---|---|---|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
3,067
shares
|
$284,740
0.08% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,063
shares
|
$284,368
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,058
shares
|
$283,904
0.09% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
3,058
shares
|
$283,904
0.15% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
3,046
shares
|
$282,790
0.22% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
3,042
shares
|
$282,419
0.19% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,030
shares
|
$281,305
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
3,028
shares
|
$281,119
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,025
shares
|
$280,841
0.21% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
3,020
shares
|
$280,376
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,017
shares
|
$280,098
0.04% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
3,015
shares
|
$279,912
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,012
shares
|
$279,634
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
3,004
shares
|
$278,891
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,003
shares
|
$278,798
0.06% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
3,003
shares
|
$278,798
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
3,000
shares
|
$278,520
0.05% of portfolio
|
Q3 2023
Reduced 96.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$278,520
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
3,000
shares
|
$278,520
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
2,987
shares
|
$277,313
0.14% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,975
shares
|
$276,199
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
2,964
shares
|
$275,177
0.02% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,958
shares
|
$274,620
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
2,958
shares
|
$274,620
0.01% of portfolio
|
Q2 2025
Reduced 31.18%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
2,944
shares
|
$273,320
0.05% of portfolio
|
Q1 2025
Reduced 15.01%
|