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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,410
shares
|
$130,904
0.03% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,407
shares
|
$130,625
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
1,367
shares
|
$126,912
0.04% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
1,364
shares
|
$126,633
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,363
shares
|
$126,540
0.07% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,345
shares
|
$124,869
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,325
shares
|
$123,013
0.01% of portfolio
|
Q2 2025
Reduced 86.97%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,292
shares
|
$119,949
0.02% of portfolio
|
Q2 2024
Added 345.52%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,277
shares
|
$118,556
0.04% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,276
shares
|
$118,463
0.08% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,275
shares
|
$118,371
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,231
shares
|
$114,286
0.05% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,209
shares
|
$112,243
0.0% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,208
shares
|
$112,150
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,197
shares
|
$111,129
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,168
shares
|
$108,437
0.01% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,140
shares
|
$105,837
0.02% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,100
shares
|
$102,124
0.13% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,085
shares
|
$100,731
0.03% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,082
shares
|
$100,452
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,065
shares
|
$98,874
0.09% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
1,040
shares
|
$96,553
0.02% of portfolio
|
Q4 2020
Added 36.48%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
1,038
shares
|
$96,367
0.05% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$92,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$92,840
0.05% of portfolio
|
Q4 2024
Reduced 4.76%
|