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 |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
2,224
shares
|
$206,476
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,217
shares
|
$205,826
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
2,208
shares
|
$204,990
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
2,208
shares
|
$204,990
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
2,205
shares
|
$204,712
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,200
shares
|
$204,248
0.04% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
2,200
shares
|
$204,248
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
2,198
shares
|
$204,062
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
2,189
shares
|
$203,226
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
2,188
shares
|
$203,133
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
2,187
shares
|
$203,041
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
2,184
shares
|
$202,762
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,147
shares
|
$199,327
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,136
shares
|
$198,306
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,076
shares
|
$192,735
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
1,943
shares
|
$180,388
0.04% of portfolio
|
Q3 2024
Reduced 78.54%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,941
shares
|
$180,202
0.05% of portfolio
|
Q2 2025
Reduced 23.73%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,932
shares
|
$179,366
0.12% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,898
shares
|
$176,210
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
|
$175,931
0.09% of portfolio
|
Q4 2022
Added 23.37%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,873
shares
|
$173,889
0.05% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,872
shares
|
$173,796
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,845
shares
|
$171,289
0.01% of portfolio
|
Q4 2022
Added 177.86%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,840
shares
|
$170,825
0.02% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,822
shares
|
$169,154
0.05% of portfolio
|
Q4 2022
New holding
|