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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,414
shares
|
$228,123
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
2,410
shares
|
$227,745
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
2,384
shares
|
$225,288
0.11% of portfolio
|
Q1 2025
Added 22.01%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
2,375
shares
|
$224,437
0.03% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
2,373
shares
|
$224,248
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,371
shares
|
$224,059
0.01% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,368
shares
|
$223,776
0.09% of portfolio
|
Q3 2024
Added 97.33%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
2,354
shares
|
$222,453
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,352
shares
|
$222,264
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,339
shares
|
$221,035
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,330
shares
|
$220,185
0.13% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2,325
shares
|
$219,712
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,323
shares
|
$219,523
0.09% of portfolio
|
Q3 2024
Added 117.92%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
2,317
shares
|
$218,956
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,316
shares
|
$218,862
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
2,285
shares
|
$215,932
0.12% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,280
shares
|
$215,460
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,268
shares
|
$214,326
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,247
shares
|
$212,341
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,244
shares
|
$212,058
0.03% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,227
shares
|
$210,451
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
2,205
shares
|
$208,372
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,200
shares
|
$207,900
0.04% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
2,200
shares
|
$207,900
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
2,187
shares
|
$206,671
0.01% of portfolio
|
Q2 2025
New holding
|