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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
2,368
shares
|
$219,845
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,368
shares
|
$219,845
0.09% of portfolio
|
Q3 2024
Added 97.33%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,356
shares
|
$218,731
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,354
shares
|
$218,545
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,339
shares
|
$217,152
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,332
shares
|
$216,502
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
2,328
shares
|
$216,131
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2,325
shares
|
$215,853
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,324
shares
|
$215,760
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,316
shares
|
$215,017
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,312
shares
|
$214,646
0.01% of portfolio
|
Q2 2025
Reduced 95.75%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,304
shares
|
$213,903
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,299
shares
|
$213,439
0.0% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,295
shares
|
$213,067
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,288
shares
|
$212,417
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
2,285
shares
|
$212,139
0.12% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
2,283
shares
|
$211,953
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
2,282
shares
|
$211,860
0.07% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,280
shares
|
$211,675
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
2,272
shares
|
$210,932
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,268
shares
|
$210,561
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,254
shares
|
$209,261
0.0% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,245
shares
|
$208,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,244
shares
|
$208,332
0.03% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,227
shares
|
$206,754
0.02% of portfolio
|
Q2 2025
New holding
|