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 |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
184,636
shares
|
$17.6 Million
6.79% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
184,333
shares
|
$17.5 Million
0.1% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
182,133
shares
|
$17.3 Million
5.2% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
176,467
shares
|
$16.8 Million
0.14% of portfolio
|
Q2 2025
Added 30.16%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
175,580
shares
|
$16.7 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
175,456
shares
|
$16.7 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
174,305
shares
|
$16.6 Million
0.13% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
173,899
shares
|
$16.5 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
|
$16.4 Million
0.18% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
169,888
shares
|
$16.2 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
169,617
shares
|
$16.1 Million
0.22% of portfolio
|
Q4 2023
Added 31.7%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
167,557
shares
|
$15.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
166,295
shares
|
$15.8 Million
0.25% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
165,398
shares
|
$15.7 Million
0.03% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
165,323
shares
|
$15.7 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
164,399
shares
|
$15.6 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
164,390
shares
|
$15.6 Million
0.23% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
164,069
shares
|
$15.6 Million
2.63% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
163,711
shares
|
$15.6 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
163,187
shares
|
$15.5 Million
1.35% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
163,125
shares
|
$15.5 Million
0.47% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
161,228
shares
|
$15.3 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
158,391
shares
|
$15.1 Million
0.92% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
157,542
shares
|
$15 Million
0.01% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
157,525
shares
|
$15 Million
12.25% of portfolio
|
Q2 2025
Added 1.14%
|