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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$92,840
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
999
shares
|
$92,747
0.01% of portfolio
|
Q3 2022
Reduced 6.64%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
996
shares
|
$92,468
0.02% of portfolio
|
Q2 2025
Added 398.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
993
shares
|
$92,190
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
958
shares
|
$88,940
0.03% of portfolio
|
Q2 2025
Reduced 34.29%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
945
shares
|
$87,733
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
931
shares
|
$86,434
0.01% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
928
shares
|
$86,155
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
921
shares
|
$85,505
0.02% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
900
shares
|
$83,556
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
887
shares
|
$82,349
0.01% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
885
shares
|
$82,163
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
872
shares
|
$80,956
0.03% of portfolio
|
Q2 2025
Added 137.6%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
850
shares
|
$78,914
0.0% of portfolio
|
Q2 2025
Reduced 49.7%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
835
shares
|
$77,521
0.01% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
831
shares
|
$77,150
0.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
766
shares
|
$71,115
0.0% of portfolio
|
Q2 2021
Reduced 7.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
749
shares
|
$69,537
0.03% of portfolio
|
Q3 2022
Reduced 3.6%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
749
shares
|
$69,537
0.05% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
738
shares
|
$68,515
0.02% of portfolio
|
Q1 2025
Added 58.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
720
shares
|
$66,844
0.03% of portfolio
|
Q2 2025
Added 205.08%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
700
shares
|
$64,988
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
699
shares
|
$64,895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
686
shares
|
$63,688
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
675
shares
|
$62,667
0.03% of portfolio
|
Q3 2024
Added 219.91%
|