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 1,637 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
207,178
shares
|
$19.6 Million
0.1% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
205,454
shares
|
$19.4 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
202,682
shares
|
$19.2 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
191,458
shares
|
$18.1 Million
0.33% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
184,303
shares
|
$17.4 Million
6.57% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
183,632
shares
|
$17.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
182,133
shares
|
$17.2 Million
5.2% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
181,916
shares
|
$17.2 Million
0.14% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
177,047
shares
|
$16.8 Million
0.18% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
175,580
shares
|
$16.6 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
174,492
shares
|
$16.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
171,947
shares
|
$16.3 Million
0.3% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
171,173
shares
|
$16.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
169,888
shares
|
$16.1 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
169,617
shares
|
$16 Million
0.22% of portfolio
|
Q4 2023
Added 31.7%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
167,624
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
167,508
shares
|
$15.8 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
167,240
shares
|
$15.8 Million
0.5% of portfolio
|
Q3 2025
Added 29.84%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
167,000
shares
|
$15.8 Million
2.24% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
166,758
shares
|
$15.8 Million
0.24% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
165,390
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
164,399
shares
|
$15.6 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
163,711
shares
|
$15.5 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
163,538
shares
|
$15.5 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
163,187
shares
|
$15.4 Million
1.35% of portfolio
|
Q3 2025
Added 0.1%
|
|