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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,826
shares
|
$267,057
0.03% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,824
shares
|
$266,868
0.09% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,818
shares
|
$266,301
0.13% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
2,808
shares
|
$265,356
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
2,807
shares
|
$265,261
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,803
shares
|
$264,883
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
2,800
shares
|
$264,600
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
2,795
shares
|
$264,127
0.01% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,795
shares
|
$264,127
0.1% of portfolio
|
Q2 2024
Reduced 21.38%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,794
shares
|
$264,033
0.04% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
2,782
shares
|
$262,899
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
2,765
shares
|
$261,292
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,765
shares
|
$261,292
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,755
shares
|
$260,347
0.12% of portfolio
|
Q1 2025
Reduced 28.22%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
2,753
shares
|
$260,158
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
2,752
shares
|
$260,064
0.07% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
2,734
shares
|
$258,363
0.01% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,730
shares
|
$257,985
0.01% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
2,716
shares
|
$256,662
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
2,700
shares
|
$255,150
0.04% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,700
shares
|
$255,150
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,700
shares
|
$255,150
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
2,700
shares
|
$255,150
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
2,698
shares
|
$254,961
0.05% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,684
shares
|
$253,638
0.05% of portfolio
|
Q2 2022
Reduced 94.06%
|