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 1,603 institutions that hold shares in the stock, with a total of 377 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
22
shares
|
$2,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
19
shares
|
$1,763
0.0% of portfolio
|
Q3 2022
Reduced 51.28%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
17
shares
|
$1,578
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
16
shares
|
$1,485
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
16
shares
|
$1,485
0.0% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
10
shares
|
$928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
9
shares
|
$835
0.0% of portfolio
|
Q2 2024
Reduced 78.57%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
8
shares
|
$742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
7
shares
|
$649
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
6
shares
|
$557
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
5
shares
|
$464
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
4
shares
|
$371
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2
shares
|
$185
0.0% of portfolio
|
Q2 2025
Reduced 88.24%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$92
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|