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 |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
117,714
shares
|
$11.2 Million
7.19% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
117,160
shares
|
$11.1 Million
0.43% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
116,117
shares
|
$11 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
|
$11 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
114,870
shares
|
$10.9 Million
0.22% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
114,600
shares
|
$10.9 Million
0.86% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
113,724
shares
|
$10.8 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
113,546
shares
|
$10.8 Million
4.47% of portfolio
|
Q2 2023
Reduced 4.51%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
108,360
shares
|
$10.3 Million
0.27% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
107,824
shares
|
$10.3 Million
3.37% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
105,360
shares
|
$10 Million
7.28% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
103,348
shares
|
$9.83 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
101,499
shares
|
$9.65 Million
9.69% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,797
shares
|
$9.49 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
99,098
shares
|
$9.42 Million
1.09% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
98,810
shares
|
$9.39 Million
0.32% of portfolio
|
Q2 2025
Reduced 32.02%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
98,182
shares
|
$9.34 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
98,161
shares
|
$9.33 Million
4.31% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
96,049
shares
|
$9.13 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
95,988
shares
|
$9.13 Million
0.52% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
95,864
shares
|
$9.11 Million
1.02% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
94,494
shares
|
$8.98 Million
1.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
94,319
shares
|
$8.97 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
93,542
shares
|
$8.89 Million
1.07% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
92,949
shares
|
$8.84 Million
1.51% of portfolio
|
Q1 2023
Added 15.13%
|