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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,300
shares
|
$313,698
0.02% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,293
shares
|
$313,032
0.1% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
3,285
shares
|
$312,272
0.05% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
3,275
shares
|
$311,321
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,264
shares
|
$310,275
0.04% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,259
shares
|
$309,800
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
3,257
shares
|
$309,610
0.04% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,256
shares
|
$309,515
0.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,250
shares
|
$308,945
0.0% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
3,245
shares
|
$308,469
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
3,216
shares
|
$305,712
0.01% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
3,206
shares
|
$304,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
3,194
shares
|
$303,621
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
3,187
shares
|
$302,956
0.23% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
3,180
shares
|
$302,290
0.49% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
3,175
shares
|
$301,815
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,160
shares
|
$300,389
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
3,150
shares
|
$299,439
0.03% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,137
shares
|
$298,203
0.0% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,129
shares
|
$297,442
0.03% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
3,125
shares
|
$297,062
0.14% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
3,122
shares
|
$296,777
0.11% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,117
shares
|
$296,302
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
3,103
shares
|
$294,971
0.52% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,099
shares
|
$294,590
0.04% of portfolio
|
Q1 2025
Reduced 23.58%
|