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 1,565 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $35.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
36,009
shares
|
$3.42 Million
0.49% of portfolio
|
Q3 2023
Reduced 5.96%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,726
shares
|
$3.4 Million
0.15% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
35,515
shares
|
$3.38 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
35,471
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
35,418
shares
|
$3.37 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
35,328
shares
|
$3.36 Million
0.54% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
35,201
shares
|
$3.35 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
35,192
shares
|
$3.35 Million
0.2% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
35,033
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
34,996
shares
|
$3.33 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
34,857
shares
|
$3.31 Million
0.19% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
34,828
shares
|
$3.31 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
34,773
shares
|
$3.31 Million
0.87% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
34,669
shares
|
$3.3 Million
0.27% of portfolio
|
Q2 2024
Reduced 26.15%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
34,634
shares
|
$3.29 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
34,178
shares
|
$3.25 Million
0.54% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
33,985
shares
|
$3.23 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
33,735
shares
|
$3.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
33,462
shares
|
$3.18 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
33,304
shares
|
$3.17 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
33,248
shares
|
$3.16 Million
0.7% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
33,243
shares
|
$3.16 Million
0.04% of portfolio
|
Q1 2025
Added 237.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
33,156
shares
|
$3.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,145
shares
|
$3.15 Million
0.96% of portfolio
|
Q3 2022
Added 22.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
32,950
shares
|
$3.13 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.78%
|