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 |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,643
shares
|
$245,376
0.12% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Jul 30, 2025 Q2 2025 |
2,642
shares
|
$245,283
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
2,640
shares
|
$245,097
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
2,621
shares
|
$243,333
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
2,618
shares
|
$243,055
0.08% of portfolio
|
Q2 2025
Reduced 31.43%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,612
shares
|
$242,498
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,595
shares
|
$240,919
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,595
shares
|
$240,919
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,593
shares
|
$240,734
0.04% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
2,578
shares
|
$239,341
0.05% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,577
shares
|
$239,248
0.05% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
2,571
shares
|
$238,691
0.16% of portfolio
|
Q1 2025
Reduced 39.8%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,570
shares
|
$238,598
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
2,568
shares
|
$238,413
0.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,565
shares
|
$238,134
0.13% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,559
shares
|
$237,577
0.06% of portfolio
|
Q2 2025
Reduced 51.63%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
2,550
shares
|
$236,742
0.04% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,545
shares
|
$236,277
0.07% of portfolio
|
Q2 2024
Reduced 55.75%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,531
shares
|
$234,978
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
2,526
shares
|
$234,513
0.04% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
2,520
shares
|
$233,956
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,519
shares
|
$233,863
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,518
shares
|
$233,771
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
2,507
shares
|
$232,749
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,505
shares
|
$232,564
0.08% of portfolio
|
Q2 2025
Reduced 31.54%
|