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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
393
shares
|
$36,419
0.01% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
388
shares
|
$35,955
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
380
shares
|
$35,214
0.0% of portfolio
|
Q4 2022
Reduced 85.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$34,195
0.01% of portfolio
|
Q4 2024
Added 392.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
367
shares
|
$34,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
366
shares
|
$33,917
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$33,917
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$33,917
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
360
shares
|
$33,361
0.01% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
360
shares
|
$33,361
0.0% of portfolio
|
Q1 2025
Reduced 92.86%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
358
shares
|
$33,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
348
shares
|
$32,249
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
343
shares
|
$31,785
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
337
shares
|
$31,229
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
331
shares
|
$30,673
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
320
shares
|
$29,654
0.02% of portfolio
|
Q1 2024
Reduced 86.21%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
320
shares
|
$29,654
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
316
shares
|
$29,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
300
shares
|
$27,801
0.01% of portfolio
|
Q1 2019
Reduced 25.0%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$27,801
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$27,801
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
295
shares
|
$27,337
0.0% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
256
shares
|
$23,723
0.0% of portfolio
|
Q1 2021
Reduced 70.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
247
shares
|
$22,889
0.02% of portfolio
|
Q2 2024
Reduced 50.99%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
243
shares
|
$22,518
0.01% of portfolio
|
Q4 2024
New holding
|