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 1,635 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
299,467
shares
|
$28.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
292,796
shares
|
$27.7 Million
0.06% of portfolio
|
Q3 2025
Added 348.1%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
289,768
shares
|
$27.4 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
286,786
shares
|
$27.1 Million
0.21% of portfolio
|
Q3 2025
Added 14.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
275,529
shares
|
$26.1 Million
0.03% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
271,450
shares
|
$25.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.29%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
270,667
shares
|
$25.6 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
265,506
shares
|
$25.1 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
261,848
shares
|
$24.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
244,819
shares
|
$23.2 Million
1.97% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
244,705
shares
|
$23.2 Million
0.11% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
242,426
shares
|
$22.9 Million
2.0% of portfolio
|
Q3 2025
Added 229.44%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
241,795
shares
|
$22.9 Million
0.25% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
241,072
shares
|
$22.8 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
234,000
shares
|
$22.1 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
229,611
shares
|
$21.7 Million
1.87% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
227,502
shares
|
$21.5 Million
10.4% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
226,018
shares
|
$21.4 Million
2.21% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
222,511
shares
|
$21.1 Million
3.78% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
219,460
shares
|
$20.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
216,908
shares
|
$20.5 Million
3.06% of portfolio
|
Q3 2025
Added 953.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
213,357
shares
|
$20.2 Million
0.26% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
211,867
shares
|
$20 Million
0.06% of portfolio
|
Q3 2025
Added 26.96%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
211,714
shares
|
$20 Million
0.75% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
210,680
shares
|
$19.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.87%
|
|