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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
92,010
shares
|
$8.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
91,969
shares
|
$8.74 Million
3.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
90,605
shares
|
$8.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
87,818
shares
|
$8.35 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
87,575
shares
|
$8.33 Million
4.87% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
87,202
shares
|
$8.29 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
86,820
shares
|
$8.25 Million
3.28% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
86,647
shares
|
$8.24 Million
0.05% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
84,826
shares
|
$8.07 Million
0.13% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
84,739
shares
|
$8.06 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
84,667
shares
|
$8.05 Million
0.06% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
84,387
shares
|
$8.02 Million
0.18% of portfolio
|
Q2 2025
Added 223.57%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
83,488
shares
|
$7.94 Million
0.6% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
83,196
shares
|
$7.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
83,083
shares
|
$7.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
81,795
shares
|
$7.78 Million
2.77% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
81,786
shares
|
$7.78 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
81,327
shares
|
$7.73 Million
3.16% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
80,704
shares
|
$7.67 Million
3.7% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
80,380
shares
|
$7.64 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
79,398
shares
|
$7.55 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
79,001
shares
|
$7.51 Million
0.27% of portfolio
|
Q1 2025
Reduced 44.77%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
78,688
shares
|
$7.48 Million
0.18% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
78,479
shares
|
$7.46 Million
0.11% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
78,343
shares
|
$7.45 Million
2.67% of portfolio
|
Q3 2023
Added 1.14%
|