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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,099
shares
|
$294,590
0.04% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
3,096
shares
|
$294,305
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
3,095
shares
|
$294,210
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
3,094
shares
|
$294,115
0.19% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,086
shares
|
$293,355
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
3,084
shares
|
$293,165
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,076
shares
|
$292,404
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
3,075
shares
|
$292,309
0.05% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
3,067
shares
|
$291,549
0.08% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,063
shares
|
$291,168
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,058
shares
|
$290,693
0.09% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
3,058
shares
|
$290,693
0.15% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
3,045
shares
|
$289,457
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,042
shares
|
$289,172
0.18% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,039
shares
|
$288,887
0.03% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,030
shares
|
$288,031
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
3,028
shares
|
$287,841
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,025
shares
|
$287,556
0.21% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
3,020
shares
|
$287,081
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,017
shares
|
$286,796
0.04% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,013
shares
|
$286,415
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,012
shares
|
$286,320
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
3,007
shares
|
$285,845
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,003
shares
|
$285,465
0.06% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
3,003
shares
|
$285,465
0.21% of portfolio
|
Q2 2025
New holding
|