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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
2,782
shares
|
$258,280
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
2,769
shares
|
$257,073
0.02% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,767
shares
|
$256,888
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
2,754
shares
|
$255,681
0.13% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
2,753
shares
|
$255,588
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
2,752
shares
|
$255,495
0.07% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
2,750
shares
|
$255,310
0.15% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,730
shares
|
$253,453
0.01% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
2,713
shares
|
$251,874
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
2,711
shares
|
$251,689
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
2,706
shares
|
$251,225
0.07% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
2,702
shares
|
$250,853
0.02% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
2,700
shares
|
$250,668
0.04% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,700
shares
|
$250,668
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,700
shares
|
$250,668
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
2,700
shares
|
$250,668
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
2,698
shares
|
$250,482
0.05% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
2,694
shares
|
$250,110
0.09% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,684
shares
|
$249,182
0.05% of portfolio
|
Q2 2022
Reduced 94.06%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,676
shares
|
$248,439
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,673
shares
|
$248,161
0.02% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
2,667
shares
|
$247,604
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,666
shares
|
$247,511
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,664
shares
|
$247,325
0.01% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,644
shares
|
$245,468
0.01% of portfolio
|
Q2 2025
Reduced 3.29%
|