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 |
|---|---|---|---|---|---|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
2,500
shares
|
$232,100
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
2,498
shares
|
$231,914
0.04% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
2,476
shares
|
$229,871
0.14% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
2,474
shares
|
$229,686
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,470
shares
|
$229,314
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
2,466
shares
|
$228,943
0.04% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,466
shares
|
$228,943
0.12% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,465
shares
|
$228,850
0.0% of portfolio
|
Q1 2025
Reduced 55.76%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
2,463
shares
|
$228,664
0.16% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,456
shares
|
$228,015
0.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
2,450
shares
|
$227,458
0.11% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
2,450
shares
|
$227,458
0.17% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
2,448
shares
|
$227,272
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
2,433
shares
|
$225,879
0.13% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,431
shares
|
$225,694
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
2,430
shares
|
$225,601
0.04% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
2,422
shares
|
$224,858
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,414
shares
|
$224,115
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
2,410
shares
|
$223,744
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
2,401
shares
|
$222,908
0.34% of portfolio
|
Q2 2025
Reduced 41.11%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
2,396
shares
|
$222,444
0.02% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
2,390
shares
|
$221,887
0.06% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
2,375
shares
|
$220,495
0.03% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
2,373
shares
|
$220,309
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,371
shares
|
$220,123
0.01% of portfolio
|
Q4 2022
Reduced 6.32%
|