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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
672
shares
|
$62,388
0.04% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
668
shares
|
$62,017
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
667
shares
|
$61,924
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
664
shares
|
$61,645
0.03% of portfolio
|
Q2 2025
Reduced 66.02%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
659
shares
|
$61,181
0.05% of portfolio
|
Q2 2025
Reduced 43.14%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
638
shares
|
$59,231
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
604
shares
|
$56,075
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
600
shares
|
$55,704
0.02% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
584
shares
|
$54,218
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
580
shares
|
$53,847
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
576
shares
|
$53,475
0.01% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
562
shares
|
$52,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
560
shares
|
$51,990
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
553
shares
|
$51,340
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
544
shares
|
$50,504
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
518
shares
|
$48,091
0.02% of portfolio
|
Q3 2024
Reduced 35.01%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
516
shares
|
$47,905
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
516
shares
|
$47,905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
513
shares
|
$47,626
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
512
shares
|
$47,534
0.01% of portfolio
|
Q1 2025
Added 54.22%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
509
shares
|
$47,255
0.01% of portfolio
|
Q2 2024
Reduced 23.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
504
shares
|
$46,791
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
501
shares
|
$46,512
0.03% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
500
shares
|
$46,420
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
500
shares
|
$46,420
0.02% of portfolio
|
Q2 2025
Reduced 10.71%
|