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 1,607 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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
92,010
shares
|
$8.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
91,969
shares
|
$8.54 Million
3.0% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
90,984
shares
|
$8.45 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
90,605
shares
|
$8.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
87,202
shares
|
$8.1 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
86,820
shares
|
$8.06 Million
3.28% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
86,647
shares
|
$8.04 Million
0.05% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
86,298
shares
|
$8.01 Million
1.15% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
84,826
shares
|
$7.88 Million
0.13% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
84,697
shares
|
$7.86 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
84,387
shares
|
$7.83 Million
0.02% of portfolio
|
Q2 2025
Added 223.57%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
83,196
shares
|
$7.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
83,083
shares
|
$7.71 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
82,516
shares
|
$7.66 Million
0.6% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
81,795
shares
|
$7.59 Million
2.77% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
81,786
shares
|
$7.59 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
81,327
shares
|
$7.55 Million
3.16% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
80,730
shares
|
$7.49 Million
1.42% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
80,704
shares
|
$7.49 Million
3.7% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
79,962
shares
|
$7.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
79,490
shares
|
$7.38 Million
0.07% of portfolio
|
Q2 2025
Added 938.27%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
79,398
shares
|
$7.37 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
79,001
shares
|
$7.33 Million
0.27% of portfolio
|
Q1 2025
Reduced 44.77%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
78,908
shares
|
$7.33 Million
0.23% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
78,688
shares
|
$7.31 Million
0.18% of portfolio
|
Q2 2025
Added 3.72%
|