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 1,566 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 $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
22,058
shares
|
$2.08 Million
0.24% of portfolio
|
Q1 2025
Added 148.09%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
22,021
shares
|
$2.08 Million
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
21,979
shares
|
$2.08 Million
0.24% of portfolio
|
Q2 2024
Added 363.4%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
21,974
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
21,836
shares
|
$2.06 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
21,815
shares
|
$2.06 Million
0.49% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
21,649
shares
|
$2.05 Million
0.39% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
21,600
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Added 47.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
21,522
shares
|
$2.03 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21,467
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
21,454
shares
|
$2.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
21,301
shares
|
$2.01 Million
0.41% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
21,254
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
20,850
shares
|
$1.97 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
20,841
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20,800
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,691
shares
|
$1.96 Million
0.12% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
20,630
shares
|
$1.95 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
20,470
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
20,434
shares
|
$1.93 Million
0.66% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
20,303
shares
|
$1.92 Million
0.28% of portfolio
|
Q4 2024
Added 511.72%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
20,299
shares
|
$1.92 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
20,191
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
20,160
shares
|
$1.91 Million
0.24% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
19,914
shares
|
$1.88 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.4%
|