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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
161,799
shares
|
$15.3 Million
1.22% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
160,079
shares
|
$15.1 Million
2.7% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
158,536
shares
|
$15 Million
0.4% of portfolio
|
Q3 2025
Added 60.45%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
158,391
shares
|
$15 Million
0.92% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
157,437
shares
|
$14.9 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
157,434
shares
|
$14.9 Million
12.09% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
155,874
shares
|
$14.7 Million
1.66% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
152,364
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 20, 2025 Q3 2025 |
152,264
shares
|
$14.4 Million
2.42% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
150,204
shares
|
$14.2 Million
0.87% of portfolio
|
Q3 2025
Added 24.0%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
149,690
shares
|
$14.2 Million
0.48% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
147,155
shares
|
$13.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
141,744
shares
|
$13.4 Million
0.17% of portfolio
|
Q2 2023
Reduced 18.19%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
140,225
shares
|
$13.3 Million
1.69% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
137,704
shares
|
$13 Million
6.7% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
137,224
shares
|
$13 Million
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
136,197
shares
|
$12.9 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
133,866
shares
|
$12.7 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
133,486
shares
|
$12.6 Million
5.03% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
132,875
shares
|
$12.6 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
132,523
shares
|
$12.5 Million
0.1% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
130,994
shares
|
$12.4 Million
5.9% of portfolio
|
Q3 2025
Added 33.45%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
130,562
shares
|
$12.4 Million
3.28% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
130,476
shares
|
$12.3 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
129,876
shares
|
$12.3 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.17%
|
|