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 1,563 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 $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,580
shares
|
$146,418
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,562
shares
|
$144,750
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,541
shares
|
$142,804
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,539
shares
|
$142,619
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,531
shares
|
$141,877
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,530
shares
|
$141,785
0.01% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
1,523
shares
|
$141,136
0.0% of portfolio
|
Q2 2024
Added 62.37%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
1,508
shares
|
$139,746
0.04% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$139,005
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,491
shares
|
$138,170
0.01% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,460
shares
|
$135,298
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,451
shares
|
$134,464
0.05% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,425
shares
|
$132,054
0.06% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,407
shares
|
$130,386
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,364
shares
|
$126,401
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,363
shares
|
$126,309
0.07% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,358
shares
|
$125,845
0.0% of portfolio
|
Q1 2025
Reduced 79.69%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,345
shares
|
$124,641
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,308
shares
|
$121,212
0.01% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,292
shares
|
$119,729
0.02% of portfolio
|
Q2 2024
Added 345.52%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,276
shares
|
$118,246
0.08% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,260
shares
|
$116,764
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,239
shares
|
$114,818
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,231
shares
|
$114,076
0.05% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,209
shares
|
$112,038
0.0% of portfolio
|
Q1 2024
Reduced 10.91%
|