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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
271,450
shares
|
$25.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.29%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
267,915
shares
|
$24.9 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
254,953
shares
|
$23.7 Million
2.23% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
251,059
shares
|
$23.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
250,817
shares
|
$23.3 Million
0.2% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
250,513
shares
|
$23.3 Million
2.04% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
241,795
shares
|
$22.4 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
|
$22.4 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
238,479
shares
|
$22.1 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
236,098
shares
|
$21.9 Million
4.04% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
226,917
shares
|
$21.1 Million
2.2% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
220,910
shares
|
$20.5 Million
10.89% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
219,460
shares
|
$20.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
219,159
shares
|
$20.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
217,865
shares
|
$20.2 Million
0.1% of portfolio
|
Q2 2025
Added 36.19%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
211,500
shares
|
$19.6 Million
0.27% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
208,791
shares
|
$19.4 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
205,120
shares
|
$19 Million
0.44% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
202,346
shares
|
$18.8 Million
0.1% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
198,673
shares
|
$18.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
192,586
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2025
Added 9097.04%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
191,458
shares
|
$17.8 Million
0.33% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
185,101
shares
|
$17.2 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
184,636
shares
|
$17.1 Million
6.79% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
184,333
shares
|
$17.1 Million
0.1% of portfolio
|
Q2 2025
Added 0.54%
|