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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
115,764
shares
|
$10.7 Million
7.43% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
115,291
shares
|
$10.7 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
114,870
shares
|
$10.7 Million
0.22% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
114,518
shares
|
$10.6 Million
0.91% of portfolio
|
Q2 2025
Added 58.98%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
113,546
shares
|
$10.5 Million
4.47% of portfolio
|
Q2 2023
Reduced 4.51%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
108,225
shares
|
$10 Million
0.28% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
107,824
shares
|
$10 Million
3.37% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
106,120
shares
|
$9.85 Million
0.23% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
105,360
shares
|
$9.78 Million
7.28% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
104,787
shares
|
$9.73 Million
0.39% of portfolio
|
Q2 2025
Added 660.59%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
103,348
shares
|
$9.59 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
|
$9.42 Million
9.69% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,797
shares
|
$9.27 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
|
$9.2 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
|
$9.17 Million
0.32% of portfolio
|
Q2 2025
Reduced 32.02%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
98,183
shares
|
$9.12 Million
5.92% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
98,182
shares
|
$9.12 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
98,161
shares
|
$9.11 Million
4.31% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
96,356
shares
|
$8.95 Million
0.84% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
96,049
shares
|
$8.92 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
95,988
shares
|
$8.91 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
|
$8.9 Million
1.02% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
94,494
shares
|
$8.77 Million
1.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
92,949
shares
|
$8.63 Million
1.51% of portfolio
|
Q1 2023
Added 15.13%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
92,073
shares
|
$8.55 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.62%
|