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 |
|---|---|---|---|---|---|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
15,824
shares
|
$1.5 Million
0.38% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
15,809
shares
|
$1.5 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,799
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
15,798
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
Added 33.78%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
15,623
shares
|
$1.49 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
15,590
shares
|
$1.48 Million
0.15% of portfolio
|
Q1 2022
Reduced 10.97%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
15,489
shares
|
$1.47 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
15,458
shares
|
$1.47 Million
0.16% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
15,432
shares
|
$1.47 Million
0.55% of portfolio
|
Q4 2018
Added 285.99%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
15,266
shares
|
$1.45 Million
1.4% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,262
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 106.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
15,262
shares
|
$1.45 Million
0.3% of portfolio
|
Q4 2019
Added 14.92%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
15,248
shares
|
$1.45 Million
0.24% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
15,242
shares
|
$1.45 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
15,227
shares
|
$1.45 Million
0.15% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
15,212
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,196
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
15,168
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.27%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
15,144
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
15,142
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Added 41.62%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
15,103
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
15,056
shares
|
$1.43 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
15,055
shares
|
$1.43 Million
0.2% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,028
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
Added 49.76%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
14,948
shares
|
$1.42 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.47%
|