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 1,634 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
20
shares
|
$1,892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
20
shares
|
$1,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
19
shares
|
$1,797
0.0% of portfolio
|
Q3 2022
Reduced 51.28%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
19
shares
|
$1,797
0.0% of portfolio
|
Q3 2025
Added 216.67%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
17
shares
|
$1,608
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
16
shares
|
$1,513
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
14
shares
|
$1,324
0.0% of portfolio
|
Q2 2025
Reduced 96.09%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
11
shares
|
$1,040
0.0% of portfolio
|
Q3 2025
Reduced 97.8%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
9
shares
|
$851
0.0% of portfolio
|
Q2 2024
Reduced 78.57%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
6
shares
|
$567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
5
shares
|
$473
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
5
shares
|
$473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
5
shares
|
$473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
4
shares
|
$378
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
2
shares
|
$189
0.0% of portfolio
|
Q2 2025
Reduced 88.24%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
2
shares
|
$189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$94
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Performa LTD (Us), LLC
|
Nov 04, 2025 Q3 2025 |
1
shares
|
$94
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
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
|
|