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 |
|---|---|---|---|---|---|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
3,000
shares
|
$285,180
0.05% of portfolio
|
Q3 2023
Reduced 96.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$285,180
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,975
shares
|
$282,803
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
2,964
shares
|
$281,757
0.02% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,963
shares
|
$281,662
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
2,960
shares
|
$281,377
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,958
shares
|
$281,187
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
2,948
shares
|
$280,236
0.13% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
2,944
shares
|
$279,856
0.05% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
2,943
shares
|
$279,761
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
2,937
shares
|
$279,191
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
2,924
shares
|
$277,955
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
2,915
shares
|
$277,099
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
2,909
shares
|
$276,529
0.04% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,902
shares
|
$275,864
0.11% of portfolio
|
Q1 2023
Reduced 8.66%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,902
shares
|
$275,864
0.02% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
2,896
shares
|
$275,293
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
2,889
shares
|
$274,628
0.16% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
2,868
shares
|
$272,632
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,859
shares
|
$271,776
0.01% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
2,850
shares
|
$270,921
0.16% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,848
shares
|
$270,730
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
2,843
shares
|
$270,255
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,843
shares
|
$270,255
0.01% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,836
shares
|
$269,590
0.03% of portfolio
|
Q1 2025
Added 1855.86%
|