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 |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
32,899
shares
|
$3.13 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
32,881
shares
|
$3.13 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
32,599
shares
|
$3.1 Million
0.06% of portfolio
|
Q2 2025
Added 64.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
32,569
shares
|
$3.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
32,394
shares
|
$3.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 51.35%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
32,197
shares
|
$3.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
32,140
shares
|
$3.06 Million
0.13% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
31,980
shares
|
$3.04 Million
0.95% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
31,682
shares
|
$3.01 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
31,607
shares
|
$3 Million
0.17% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
31,437
shares
|
$2.99 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
31,427
shares
|
$2.99 Million
0.29% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
31,165
shares
|
$2.96 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
31,000
shares
|
$2.95 Million
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
30,903
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
30,776
shares
|
$2.93 Million
0.28% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
30,443
shares
|
$2.89 Million
1.58% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
30,404
shares
|
$2.89 Million
0.22% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
30,372
shares
|
$2.89 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,269
shares
|
$2.88 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
30,188
shares
|
$2.87 Million
1.7% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
29,895
shares
|
$2.84 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
29,850
shares
|
$2.84 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
29,808
shares
|
$2.83 Million
0.11% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
29,748
shares
|
$2.83 Million
0.08% of portfolio
|
Q1 2025
Added 0.0%
|