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 |
|---|---|---|---|---|---|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
183,040
shares
|
$17 Million
5.18% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
176,467
shares
|
$16.4 Million
0.14% of portfolio
|
Q2 2025
Added 30.16%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
176,176
shares
|
$16.4 Million
1.35% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
175,456
shares
|
$16.3 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
174,305
shares
|
$16.2 Million
0.13% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
173,899
shares
|
$16.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
172,630
shares
|
$16 Million
0.18% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
169,916
shares
|
$15.8 Million
2.43% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
169,617
shares
|
$15.7 Million
0.22% of portfolio
|
Q4 2023
Added 31.7%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
167,557
shares
|
$15.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
166,871
shares
|
$15.5 Million
0.05% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
166,295
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
165,799
shares
|
$15.4 Million
2.46% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
165,655
shares
|
$15.4 Million
3.41% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
165,398
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
164,390
shares
|
$15.3 Million
0.23% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
164,069
shares
|
$15.2 Million
2.63% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
163,843
shares
|
$15.2 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
163,125
shares
|
$15.1 Million
0.47% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
163,022
shares
|
$15.1 Million
1.28% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
161,855
shares
|
$15 Million
6.1% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
161,228
shares
|
$15 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
158,391
shares
|
$14.7 Million
0.92% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
157,542
shares
|
$14.6 Million
0.01% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
157,525
shares
|
$14.6 Million
12.25% of portfolio
|
Q2 2025
Added 1.14%
|