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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
516
shares
|
$47,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
512
shares
|
$47,447
0.01% of portfolio
|
Q1 2025
Added 54.22%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
512
shares
|
$47,447
0.01% of portfolio
|
Q4 2024
Added 54.22%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
509
shares
|
$47,169
0.01% of portfolio
|
Q2 2024
Reduced 23.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
503
shares
|
$46,613
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
501
shares
|
$46,427
0.03% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
500
shares
|
$46,335
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
496
shares
|
$45,964
0.03% of portfolio
|
Q4 2018
Added 892.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
480
shares
|
$44,481
0.02% of portfolio
|
Q2 2020
Added 30.43%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
471
shares
|
$43,647
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
468
shares
|
$43,369
0.02% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
460
shares
|
$42,628
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
458
shares
|
$42,442
0.02% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
448
shares
|
$41,516
0.01% of portfolio
|
Q4 2018
Added 300.0%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
436
shares
|
$40,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
429
shares
|
$39,755
0.01% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
427
shares
|
$39,570
0.03% of portfolio
|
Q4 2024
Added 50.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
425
shares
|
$39,384
0.01% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
418
shares
|
$38,736
0.01% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
416
shares
|
$38,550
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
415
shares
|
$38,458
0.01% of portfolio
|
Q2 2025
Added 123.12%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
410
shares
|
$37,994
0.03% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
403
shares
|
$37,346
0.0% of portfolio
|
Q2 2024
Added 50.94%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
399
shares
|
$36,975
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
398
shares
|
$36,882
0.02% of portfolio
|
Q2 2025
Reduced 4.33%
|