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 $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,217
shares
|
$210,792
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
2,208
shares
|
$209,936
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
2,208
shares
|
$209,936
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
2,205
shares
|
$209,651
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,200
shares
|
$209,176
0.04% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
2,198
shares
|
$208,985
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,194
shares
|
$208,605
0.14% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
2,191
shares
|
$208,320
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
2,188
shares
|
$208,035
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
2,187
shares
|
$207,939
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
2,184
shares
|
$207,654
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,160
shares
|
$205,372
0.08% of portfolio
|
Q3 2025
Reduced 77.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,153
shares
|
$204,707
0.0% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,147
shares
|
$204,136
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
2,140
shares
|
$203,471
0.03% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,136
shares
|
$203,090
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
2,108
shares
|
$200,428
0.11% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
2,102
shares
|
$199,858
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
2,080
shares
|
$197,766
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,076
shares
|
$197,386
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,047
shares
|
$194,628
0.02% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Spence Asset Management
|
Oct 14, 2025 Q3 2025 |
1,943
shares
|
$184,740
0.04% of portfolio
|
Q3 2024
Reduced 78.54%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,932
shares
|
$183,694
0.12% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,898
shares
|
$180,461
0.13% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,895
shares
|
$180,176
0.09% of portfolio
|
Q4 2022
Added 23.37%
|