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 1,563 institutions that hold shares in the stock, with a total of 380 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
48,931
shares
|
$4.53 Million
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
48,780
shares
|
$4.52 Million
0.84% of portfolio
|
Q2 2021
Reduced 1.69%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
48,723
shares
|
$4.52 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
48,604
shares
|
$4.5 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
48,481
shares
|
$4.49 Million
0.11% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
47,048
shares
|
$4.36 Million
2.49% of portfolio
|
Q1 2025
Added 120.82%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
45,906
shares
|
$4.25 Million
1.31% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
45,747
shares
|
$4.24 Million
0.92% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
45,570
shares
|
$4.22 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
45,490
shares
|
$4.22 Million
0.03% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
45,028
shares
|
$4.17 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
44,740
shares
|
$4.15 Million
0.09% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
44,542
shares
|
$4.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
44,069
shares
|
$4.08 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
43,825
shares
|
$4.06 Million
0.36% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
42,982
shares
|
$3.98 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
42,951
shares
|
$3.98 Million
1.01% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
42,914
shares
|
$3.98 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
42,793
shares
|
$3.97 Million
1.29% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
42,746
shares
|
$3.96 Million
0.52% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
42,729
shares
|
$3.96 Million
0.19% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
42,381
shares
|
$3.93 Million
0.04% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
42,102
shares
|
$3.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
41,863
shares
|
$3.88 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
41,680
shares
|
$3.86 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.55%
|