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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
18,191
shares
|
$1.73 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
18,173
shares
|
$1.73 Million
0.34% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,163
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2022
Reduced 35.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
18,123
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
18,076
shares
|
$1.72 Million
1.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
18,072
shares
|
$1.72 Million
0.11% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
17,999
shares
|
$1.71 Million
0.42% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,997
shares
|
$1.71 Million
0.7% of portfolio
|
Q1 2023
Added 1.7%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
17,994
shares
|
$1.71 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
17,809
shares
|
$1.69 Million
0.85% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,735
shares
|
$1.69 Million
0.92% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
17,708
shares
|
$1.68 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
17,669
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
17,638
shares
|
$1.68 Million
0.11% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,608
shares
|
$1.67 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
17,585
shares
|
$1.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
17,556
shares
|
$1.67 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
17,512
shares
|
$1.66 Million
0.21% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
17,424
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
17,259
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,238
shares
|
$1.64 Million
0.83% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
17,221
shares
|
$1.64 Million
0.41% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
17,183
shares
|
$1.63 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
17,144
shares
|
$1.63 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
17,050
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2025
Added 95.42%
|