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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$18,568
0.0% of portfolio
|
Q4 2019
Reduced 70.06%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$18,568
0.0% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
199
shares
|
$18,475
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
193
shares
|
$17,918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
190
shares
|
$17,639
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
190
shares
|
$17,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
190
shares
|
$17,639
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
184
shares
|
$17,082
0.0% of portfolio
|
Q2 2025
Reduced 75.69%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
184
shares
|
$17,082
0.01% of portfolio
|
Q2 2025
Reduced 24.28%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
182
shares
|
$16,896
0.0% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
166
shares
|
$15,411
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
160
shares
|
$14,854
0.0% of portfolio
|
Q1 2023
Reduced 37.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
159
shares
|
$14,761
0.0% of portfolio
|
Q2 2024
Reduced 55.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$14,018
0.0% of portfolio
|
Q2 2022
Added 11.03%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
145
shares
|
$13,461
0.0% of portfolio
|
Q1 2025
Reduced 49.12%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
144
shares
|
$13,368
0.01% of portfolio
|
Q1 2023
Reduced 86.27%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
144
shares
|
$13,368
0.0% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
140
shares
|
$12,997
0.0% of portfolio
|
Q2 2025
Reduced 23.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
138
shares
|
$12,811
0.0% of portfolio
|
Q2 2025
Reduced 72.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
137
shares
|
$12,719
0.0% of portfolio
|
Q2 2025
Added 45.74%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
132
shares
|
$12,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
131
shares
|
$12,162
0.0% of portfolio
|
Q4 2024
Added 59.76%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
128
shares
|
$11,883
0.0% of portfolio
|
Q3 2023
Reduced 54.77%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
126
shares
|
$11,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
124
shares
|
$11,512
0.0% of portfolio
|
Q4 2024
Reduced 18.95%
|