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 1,606 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 |
|---|---|---|---|---|---|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
2,943
shares
|
$273,228
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
2,937
shares
|
$272,671
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
2,924
shares
|
$271,464
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,923
shares
|
$271,371
0.02% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
2,917
shares
|
$270,814
0.01% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
2,915
shares
|
$270,628
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
2,903
shares
|
$269,514
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,902
shares
|
$269,421
0.11% of portfolio
|
Q1 2023
Reduced 8.66%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,902
shares
|
$269,421
0.02% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
2,868
shares
|
$266,265
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
2,860
shares
|
$265,522
0.02% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
2,860
shares
|
$265,522
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,848
shares
|
$264,408
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
2,843
shares
|
$263,944
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,836
shares
|
$263,294
0.03% of portfolio
|
Q1 2025
Added 1855.86%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,826
shares
|
$262,365
0.03% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,824
shares
|
$262,180
0.09% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
2,824
shares
|
$262,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,813
shares
|
$261,158
0.0% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
2,807
shares
|
$260,601
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$259,952
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
2,798
shares
|
$259,766
0.21% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
2,795
shares
|
$259,487
0.01% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,795
shares
|
$259,487
0.1% of portfolio
|
Q2 2024
Reduced 21.38%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,794
shares
|
$259,394
0.04% of portfolio
|
Q1 2025
Reduced 9.11%
|