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 1,560 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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
131
shares
|
$12,139
0.0% of portfolio
|
Q4 2024
Added 59.76%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
128
shares
|
$11,861
0.0% of portfolio
|
Q3 2023
Reduced 54.77%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
126
shares
|
$11,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
124
shares
|
$11,491
0.0% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
109
shares
|
$10,101
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
108
shares
|
$10,008
0.01% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$9,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$9,267
0.0% of portfolio
|
Q2 2025
Added 26.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94
shares
|
$8,710
0.0% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
94
shares
|
$8,710
0.0% of portfolio
|
Q1 2025
Reduced 94.81%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
87
shares
|
$8,062
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
85
shares
|
$7,876
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
83
shares
|
$7,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
76
shares
|
$7,042
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
74
shares
|
$6,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
72
shares
|
$6,672
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
60
shares
|
$5,560
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
49
shares
|
$4,540
0.0% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
49
shares
|
$4,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
40
shares
|
$3,706
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
39
shares
|
$3,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
39
shares
|
$3,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
33
shares
|
$3,058
0.0% of portfolio
|
Q3 2022
Reduced 86.59%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
31
shares
|
$2,872
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$2,409
0.0% of portfolio
|
Q3 2024
New holding
|