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 |
|---|---|---|---|---|---|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
241
shares
|
$22,333
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
236
shares
|
$21,870
0.01% of portfolio
|
Q3 2024
Reduced 44.47%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
224
shares
|
$20,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
216
shares
|
$20,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
215
shares
|
$19,924
0.01% of portfolio
|
Q2 2025
Added 2587.5%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
206
shares
|
$19,090
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$18,534
0.0% of portfolio
|
Q4 2019
Reduced 70.06%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$18,534
0.0% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
200
shares
|
$18,534
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
199
shares
|
$18,441
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
190
shares
|
$17,607
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
190
shares
|
$17,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
190
shares
|
$17,607
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
184
shares
|
$17,051
0.0% of portfolio
|
Q2 2025
Reduced 75.69%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
182
shares
|
$16,865
0.0% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
166
shares
|
$15,383
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
160
shares
|
$14,827
0.0% of portfolio
|
Q1 2023
Reduced 37.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
159
shares
|
$14,734
0.0% of portfolio
|
Q2 2024
Reduced 55.71%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
157
shares
|
$14,549
0.01% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$13,993
0.0% of portfolio
|
Q2 2022
Added 11.03%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
150
shares
|
$13,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
148
shares
|
$13,715
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
145
shares
|
$13,437
0.0% of portfolio
|
Q1 2025
Reduced 49.12%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
144
shares
|
$13,344
0.01% of portfolio
|
Q1 2023
Reduced 86.27%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
144
shares
|
$13,344
0.0% of portfolio
|
Q1 2025
Reduced 13.77%
|