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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
1,805
shares
|
$167,576
0.09% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,800
shares
|
$167,112
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,767
shares
|
$164,048
0.41% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,761
shares
|
$163,491
0.01% of portfolio
|
Q2 2025
Reduced 30.12%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,759
shares
|
$163,305
0.05% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,741
shares
|
$161,634
0.07% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,692
shares
|
$157,085
0.01% of portfolio
|
Q2 2025
Reduced 72.93%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,681
shares
|
$156,064
0.05% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,666
shares
|
$154,671
0.01% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,638
shares
|
$152,071
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,627
shares
|
$151,050
0.03% of portfolio
|
Q2 2024
Reduced 67.94%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
1,598
shares
|
$148,358
0.02% of portfolio
|
Q2 2025
Added 43.45%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,580
shares
|
$146,687
0.03% of portfolio
|
Q2 2025
Added 340.51%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,555
shares
|
$144,366
0.02% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,541
shares
|
$143,066
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,539
shares
|
$142,880
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,533
shares
|
$142,323
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,523
shares
|
$141,395
0.0% of portfolio
|
Q2 2024
Added 62.37%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$139,260
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,491
shares
|
$138,424
0.01% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,471
shares
|
$136,567
0.05% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,460
shares
|
$135,546
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,425
shares
|
$132,297
0.06% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,425
shares
|
$132,297
0.08% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,421
shares
|
$131,925
0.01% of portfolio
|
Q2 2025
Reduced 7.12%
|