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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,491
shares
|
$141,764
0.01% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,471
shares
|
$139,862
0.05% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,460
shares
|
$138,816
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,425
shares
|
$135,489
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
|
$135,489
0.08% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,421
shares
|
$135,108
0.01% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,410
shares
|
$134,062
0.03% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
1,364
shares
|
$129,689
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,363
shares
|
$129,594
0.07% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,345
shares
|
$127,882
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,325
shares
|
$125,981
0.01% of portfolio
|
Q2 2025
Reduced 86.97%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,292
shares
|
$122,843
0.02% of portfolio
|
Q2 2024
Added 345.52%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,281
shares
|
$121,797
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,276
shares
|
$121,322
0.08% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,275
shares
|
$121,227
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,231
shares
|
$117,043
0.05% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,208
shares
|
$114,856
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,197
shares
|
$113,810
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,168
shares
|
$111,053
0.01% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
1,162
shares
|
$110,482
0.03% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
1,150
shares
|
$109,342
0.03% of portfolio
|
Q3 2025
Reduced 40.75%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,140
shares
|
$108,391
0.02% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,100
shares
|
$104,588
0.13% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,082
shares
|
$102,876
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,065
shares
|
$101,260
0.09% of portfolio
|
Q4 2024
Reduced 13.97%
|