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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
496
shares
|
$46,048
0.03% of portfolio
|
Q4 2018
Added 892.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
480
shares
|
$44,563
0.03% of portfolio
|
Q2 2020
Added 30.43%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
472
shares
|
$43,820
0.01% of portfolio
|
Q2 2025
Reduced 58.92%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
471
shares
|
$43,727
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
468
shares
|
$43,449
0.02% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
466
shares
|
$43,263
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
460
shares
|
$42,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
448
shares
|
$41,592
0.01% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
436
shares
|
$40,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
425
shares
|
$39,457
0.01% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
418
shares
|
$38,807
0.01% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
416
shares
|
$38,621
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
415
shares
|
$38,528
0.01% of portfolio
|
Q2 2025
Added 123.12%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
410
shares
|
$38,064
0.03% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
410
shares
|
$38,064
0.03% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
406
shares
|
$37,693
0.01% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
400
shares
|
$37,136
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
399
shares
|
$37,043
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
398
shares
|
$36,950
0.02% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
398
shares
|
$36,950
0.0% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
393
shares
|
$36,486
0.01% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
392
shares
|
$36,393
0.0% of portfolio
|
Q2 2025
Reduced 24.76%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
388
shares
|
$36,021
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
380
shares
|
$35,279
0.0% of portfolio
|
Q4 2022
Reduced 85.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$34,257
0.01% of portfolio
|
Q4 2024
Added 392.0%
|