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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
29,721
shares
|
$2.83 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
29,709
shares
|
$2.82 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
29,669
shares
|
$2.82 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
29,369
shares
|
$2.79 Million
0.98% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
29,290
shares
|
$2.78 Million
0.06% of portfolio
|
Q1 2025
Reduced 45.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
29,285
shares
|
$2.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
29,171
shares
|
$2.77 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
29,163
shares
|
$2.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.44%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
28,715
shares
|
$2.73 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
28,702
shares
|
$2.73 Million
1.73% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
28,682
shares
|
$2.73 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
28,534
shares
|
$2.71 Million
1.16% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
28,500
shares
|
$2.71 Million
0.51% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
28,428
shares
|
$2.7 Million
1.07% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
28,404
shares
|
$2.7 Million
0.63% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
28,369
shares
|
$2.7 Million
1.73% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
28,354
shares
|
$2.7 Million
0.23% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
28,043
shares
|
$2.67 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
27,991
shares
|
$2.66 Million
0.02% of portfolio
|
Q2 2025
Added 23.06%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
27,959
shares
|
$2.66 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,930
shares
|
$2.66 Million
0.07% of portfolio
|
Q4 2023
Added 4.17%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
27,902
shares
|
$2.65 Million
0.76% of portfolio
|
Q1 2023
Added 9.46%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
27,835
shares
|
$2.65 Million
0.23% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
27,680
shares
|
$2.63 Million
2.15% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
27,385
shares
|
$2.6 Million
1.49% of portfolio
|
Q1 2025
Reduced 13.56%
|