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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
123
shares
|
$11,694
0.01% of portfolio
|
Q3 2025
Reduced 49.8%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
117
shares
|
$11,124
0.0% of portfolio
|
Q2 2025
Reduced 25.48%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
109
shares
|
$10,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
108
shares
|
$10,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
108
shares
|
$10,268
0.01% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$9,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$9,508
0.0% of portfolio
|
Q2 2025
Added 26.58%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
100
shares
|
$9,508
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
93
shares
|
$8,842
0.0% of portfolio
|
Q2 2025
Added 257.69%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
87
shares
|
$8,271
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
76
shares
|
$7,226
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
74
shares
|
$7,035
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
60
shares
|
$5,704
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
56
shares
|
$5,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
52
shares
|
$4,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
49
shares
|
$4,658
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
49
shares
|
$4,658
0.04% of portfolio
|
Q2 2025
Added 206.25%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
40
shares
|
$3,803
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
39
shares
|
$3,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
39
shares
|
$3,708
0.0% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
39
shares
|
$3,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
33
shares
|
$3,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
33
shares
|
$3,137
0.0% of portfolio
|
Q3 2022
Reduced 86.59%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
32
shares
|
$3,042
0.0% of portfolio
|
Q3 2025
Reduced 75.76%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
24
shares
|
$2,281
0.0% of portfolio
|
Q1 2025
Reduced 73.91%
|