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 |
|---|---|---|---|---|---|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
2,675
shares
|
$254,285
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,673
shares
|
$254,095
0.02% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
2,668
shares
|
$253,620
0.22% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Brandywine Trust CO
Hockessin, DE |
May 14, 2025 Q1 2025 |
2,667
shares
|
$253,525
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,666
shares
|
$253,429
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,664
shares
|
$253,239
0.01% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,658
shares
|
$252,669
0.0% of portfolio
|
Q1 2025
Reduced 47.57%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
2,640
shares
|
$250,958
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,619
shares
|
$248,962
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,609
shares
|
$248,011
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,595
shares
|
$246,680
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,595
shares
|
$246,680
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,593
shares
|
$246,490
0.04% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
2,578
shares
|
$245,064
0.05% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,577
shares
|
$244,969
0.05% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
2,571
shares
|
$244,399
0.2% of portfolio
|
Q1 2025
Reduced 39.8%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,570
shares
|
$244,304
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
2,568
shares
|
$244,114
0.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,565
shares
|
$243,828
0.13% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,560
shares
|
$243,353
0.02% of portfolio
|
Q4 2024
Reduced 61.16%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
2,550
shares
|
$242,403
0.04% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,545
shares
|
$241,927
0.07% of portfolio
|
Q2 2024
Reduced 55.75%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,534
shares
|
$240,882
0.09% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,531
shares
|
$240,596
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
2,526
shares
|
$240,121
0.04% of portfolio
|
Q2 2025
Reduced 6.51%
|