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 |
|---|---|---|---|---|---|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
152,264
shares
|
$14.1 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
150,016
shares
|
$13.9 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
147,810
shares
|
$13.7 Million
0.19% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
145,750
shares
|
$13.5 Million
1.78% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
141,744
shares
|
$13.2 Million
0.17% of portfolio
|
Q2 2023
Reduced 18.19%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
140,970
shares
|
$13.1 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
137,186
shares
|
$12.7 Million
1.5% of portfolio
|
Q2 2025
Added 39.36%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
137,031
shares
|
$12.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
136,702
shares
|
$12.7 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
136,082
shares
|
$12.6 Million
2.76% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
135,960
shares
|
$12.6 Million
0.23% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
134,375
shares
|
$12.5 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
131,412
shares
|
$12.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
131,368
shares
|
$12.2 Million
0.47% of portfolio
|
Q2 2025
Added 34.0%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
131,059
shares
|
$12.2 Million
0.46% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
129,629
shares
|
$12 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
129,049
shares
|
$12 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.52%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
128,882
shares
|
$12 Million
4.47% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
128,801
shares
|
$12 Million
0.39% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
128,412
shares
|
$11.9 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
126,873
shares
|
$11.8 Million
0.14% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
121,136
shares
|
$11.2 Million
0.78% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
118,327
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 123.98%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
116,117
shares
|
$10.8 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
115,795
shares
|
$10.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.31%
|