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 1,635 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 |
|---|---|---|---|---|---|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
129,870
shares
|
$12.3 Million
4.46% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
129,629
shares
|
$12.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
128,495
shares
|
$12.2 Million
2.39% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
127,630
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 67.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
124,412
shares
|
$11.8 Million
0.25% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
117,714
shares
|
$11.1 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%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
116,628
shares
|
$11 Million
0.15% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
116,226
shares
|
$11 Million
0.26% of portfolio
|
Q3 2025
Added 37.73%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
116,117
shares
|
$11 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
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
|
$10.8 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
|
$10.7 Million
4.47% of portfolio
|
Q2 2023
Reduced 4.51%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
111,015
shares
|
$10.5 Million
0.26% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
108,360
shares
|
$10.3 Million
0.27% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
108,037
shares
|
$10.2 Million
0.49% of portfolio
|
Q3 2025
Added 181.94%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
104,456
shares
|
$9.88 Million
9.47% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
103,348
shares
|
$9.78 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
102,593
shares
|
$9.71 Million
7.03% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
101,828
shares
|
$9.63 Million
0.05% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
100,411
shares
|
$9.5 Million
0.34% of portfolio
|
Q3 2025
Reduced 23.38%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,797
shares
|
$9.44 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
98,478
shares
|
$9.32 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
98,182
shares
|
$9.29 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.42%
|
|