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 |
|---|---|---|---|---|---|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
2,526
shares
|
$238,707
0.04% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,520
shares
|
$238,140
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
2,520
shares
|
$238,140
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,518
shares
|
$237,951
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
2,518
shares
|
$237,951
0.01% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,518
shares
|
$237,951
0.01% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
2,507
shares
|
$236,911
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,505
shares
|
$236,722
0.08% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,505
shares
|
$236,722
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
2,500
shares
|
$236,250
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
2,498
shares
|
$236,061
0.04% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
2,492
shares
|
$235,494
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
2,477
shares
|
$234,076
0.08% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,470
shares
|
$233,415
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
2,466
shares
|
$233,037
0.04% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,465
shares
|
$232,942
0.0% of portfolio
|
Q1 2025
Reduced 55.76%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
2,463
shares
|
$232,753
0.16% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,456
shares
|
$232,092
0.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
2,453
shares
|
$231,808
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
2,450
shares
|
$231,525
0.11% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
2,448
shares
|
$231,336
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
2,442
shares
|
$230,769
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
2,430
shares
|
$229,635
0.04% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
May 15, 2025 Q1 2025 |
2,429
shares
|
$229,540
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,425
shares
|
$229,162
0.06% of portfolio
|
Q1 2025
Added 0.25%
|