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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$92.26 -1.31 (-1.40%)
Closing price 04:10 PM Eastern
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$92.57 +0.31 (+0.33%)
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Current
Institutional Ownership
Percentage
80.16%
Number of
Institutional Buyers
(last 12 months)
861
Total
Institutional Inflows
(last 12 months)
$4.78B
Number of
Institutional Sellers
(last 12 months)
646
Total
Institutional Outflows
(last 12 months)
$1.34B
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IWR Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025Postrock Partners LLC6,376$586K0.3%-67.0%0.001%
7/15/2025TD Private Client Wealth LLC48,481$4.46M0.1%+3.7%0.011%
7/15/2025Smith & Howard Wealth Management LLC45,906$4.22M1.1%+2.2%0.010%
7/15/2025Peddock Capital Advisors LLC3,003$276K0.1%-3.8%0.001%
7/15/2025IMS Capital Management3,700$340K0.2%N/A0.001%
7/15/2025James J. Burns & Company LLC5,019$462K0.1%-14.6%0.001%
7/15/2025Ballentine Partners LLC42,102$3.87M0.1%-7.5%0.009%
7/15/2025Axis Wealth Partners LLC28,702$2.64M1.7%+3.6%0.006%
7/15/2025Marquette Asset Management LLC26,939$2.48M0.4%-2.1%0.006%
7/15/2025Fifth Third Bancorp2,088,913$192.12M0.7%-1.8%0.456%
7/15/2025Retirement Income Solutions Inc24,481$2.25M0.4%-2.8%0.005%
7/15/2025LVZ Inc.3,017$277K0.0%+20.7%0.001%
7/14/2025 Gries Financial LLC15,999$1.47M0.3%-24.7%0.003%
7/14/2025 AdvisorNet Financial Inc4,599$423K0.0%+9.2%0.001%
7/14/2025 CRA Financial Services LLC3,776$347K0.1%-8.0%0.001%
7/14/2025 Oliver Luxxe Assets LLC23,645$2.18M0.4%-3.3%0.005%
7/14/2025 Acropolis Investment Management LLC56,152$5.16M0.3%-2.5%0.012%
7/14/2025 Chapin Davis Inc.35,418$3.26M0.9%-1.1%0.008%
7/14/2025 Wooster Corthell Wealth Management Inc.13,903$1.28M0.2%-1.5%0.003%
7/14/2025 ABLE Financial Group LLC27,089$2.49M0.6%-23.3%0.006%
7/14/2025 U.S. Capital Wealth Advisors LLC21,254$1.96M0.1%+0.5%0.005%
7/14/2025 Farmers & Merchants Investments Inc.42,982$3.95M0.1%-1.3%0.009%
7/14/2025 Narus Financial Partners LLC26,887$2.47M0.8%-15.2%0.006%
7/14/2025 Flagstar Advisors Inc.39,986$3.68M1.0%-6.0%0.009%
7/14/2025 Park Avenue Securities LLC79,490$7.31M0.1%+938.3%0.017%
7/14/2025 Sowell Financial Services LLC29,285$2.69M0.1%-3.0%0.006%
7/11/2025 Ullmann Wealth Partners Group LLC137,186$12.62M1.5%+39.4%0.030%
7/11/2025 Compass Ion Advisors LLC2,316$213K0.0%N/A0.001%
7/11/2025 Hilltop Wealth Advisors LLC25,913$2.38M1.3%+17.2%0.006%
7/11/2025 Farther Finance Advisors LLC19,407$1.79M0.0%+30.0%0.004%
7/11/2025 Silver Oak Securities Incorporated2,227$205K0.0%N/A0.000%
7/11/2025 UMB Bank n.a.882,080$81.13M1.3%+8.0%0.192%
7/11/2025 Adirondack Trust Co.2,505$230K0.1%-31.5%0.001%
7/11/2025 Pinnacle Bancorp Inc.5,887$541K0.2%-21.5%0.001%
7/11/2025 Shelton Wealth Management LLC61,838$5.69M2.7%-2.7%0.013%
7/11/2025 My Legacy Advisors LLC11,066$1.04M0.4%N/A0.002%
7/11/2025 Lantz Financial LLC2,752$253K0.1%+8.8%0.001%
7/11/2025 Financial Advisory Corp2,200$202K0.0%N/A0.000%
7/11/2025 Essex Savings Bank8,247$758K0.2%-3.7%0.002%
7/11/2025 SeaCrest Wealth Management LLC2,848$262K0.0%N/A0.001%
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7/11/2025 Diversified Trust Co84,697$7.79M0.2%-2.0%0.018%
7/11/2025 TCV Trust & Wealth Management Inc.60,858$5.60M0.5%-2.5%0.013%
7/10/2025 Sky Investment Group LLC2,526$232K0.0%-6.5%0.001%
7/10/2025 Oliver Lagore Vanvalin Investment Group468$40K0.0%N/A0.000%
7/10/2025 Piscataqua Savings Bank900$83K0.1%N/A0.000%
7/10/2025 Orgel Wealth Management LLC15,799$1.45M0.0%-1.8%0.003%
7/10/2025 Trust Point Inc.96,356$8.86M0.8%-8.9%0.021%
7/10/2025 Moody National Bank Trust Division136,702$12.57M1.1%-0.9%0.030%
7/10/2025 ARS Wealth Advisors Group LLC3,257$300K0.0%-6.9%0.001%
7/10/2025 Redhawk Wealth Advisors Inc.4,540$418K0.1%+3.0%0.001%
7/10/2025 Fulton Bank N.A.82,516$7.59M0.3%+0.5%0.018%
7/10/2025 Wealth Enhancement Advisory Services LLC828,507$77.65M0.1%-1.0%0.181%
7/10/2025 Atticus Wealth Management LLC415$38K0.0%+123.1%0.000%
7/10/2025 Tompkins Financial Corp9,797$901K0.1%+42.3%0.002%
7/10/2025 Focus Financial Network Inc.238,479$21.93M0.9%-1.4%0.052%
7/9/2025 Finley Financial LLC33,985$3.13M1.6%-1.4%0.007%
7/9/2025 Gilman Hill Asset Management LLC29,709$2.73M0.4%-5.4%0.006%
7/9/2025 PFW Advisors LLC183,040$16.83M5.2%-2.9%0.040%
7/9/2025 Chesley Taft & Associates LLC21,974$2.02M0.1%-13.0%0.005%
7/9/2025 Towerpoint Wealth LLC3,380$311K0.1%N/A0.001%
7/9/2025 Procyon Advisors LLC17,608$1.62M0.2%-6.9%0.004%
7/9/2025 Westshore Wealth LLC69,381$6.38M2.4%+0.9%0.015%
7/9/2025 Pallas Capital Advisors LLC17,259$1.59M0.1%-1.3%0.004%
7/9/2025 Affinity Capital Advisors LLC6,688$615K0.1%+53.5%0.001%
7/9/2025 Fermata Advisors LLC7,817$719K0.2%-1.4%0.002%
7/9/2025 Breakwater Capital Group10,004$920K0.1%+3.6%0.002%
7/9/2025 Balefire LLC4,299$395K0.1%N/A0.001%
7/9/2025 Fiduciary Alliance LLC8,123$747K0.1%-11.0%0.002%
7/9/2025 Parkside Advisors LLC3,259$300K0.1%N/A0.001%
7/9/2025 Triumph Capital Management61,508$5.66M1.7%+2.8%0.013%
7/9/2025 Central Bank & Trust Co.7,753$713K0.1%-4.0%0.002%
7/9/2025 Woodstock Corp163,843$15.07M1.4%-1.3%0.036%
7/9/2025 Baron Financial Group LLC61,455$5.65M3.3%+5.7%0.013%
7/9/2025 Veracity Capital LLC6,538$601K0.2%+21.3%0.001%
7/9/2025 Brand Asset Management Group Inc.7,249$667K0.2%+22.0%0.002%
7/9/2025 WestHill Financial Advisors Inc.15,912$1.46M0.3%+2.7%0.003%
7/9/2025 Sandy Cove Advisors LLC5,576$513K0.2%-10.3%0.001%
7/9/2025 MassMutual Private Wealth & Trust FSB18,541$1.71M0.0%+105.4%0.004%
7/8/2025 Lpwm LLC41,863$3.85M1.1%-0.5%0.009%
7/8/2025 Dover Advisors LLC28,534$2.62M1.2%+1.7%0.006%
7/8/2025 Corepath Wealth Partners LLC4,479$420K0.4%N/A0.001%
7/8/2025 Atlas Brown Inc.15,489$1.43M0.5%-1.4%0.003%
7/8/2025 Webster Bank N. A.15,227$1.40M0.1%+3.3%0.003%
7/8/2025 Richard P Slaughter Associates Inc48,604$4.47M0.9%N/A0.011%
7/8/2025 Canandaigua National Bank & Trust Co.55,030$5.06M0.5%-1.0%0.012%
7/8/2025 RMR Wealth Builders13,793$1.27M0.1%+6.4%0.003%
7/8/2025 Goldstone Financial Group LLC90,984$8.53M1.1%-1.2%0.020%
7/8/2025 NBC Securities Inc.39,849$3.66M0.3%-1.8%0.009%
7/8/2025 Apella Capital LLC2,339$218K0.0%N/A0.001%
7/8/2025 Moulton Wealth Management Inc.13,617$1.28M1.0%N/A0.003%
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7/8/2025 Parallel Advisors LLC21,467$1.97M0.0%-4.3%0.005%
7/8/2025 Lowe Wealth Advisors LLC958$88K0.0%-34.3%0.000%
7/7/2025 St. Clair Advisors LLC22,284$2.05M0.5%-4.8%0.005%
7/7/2025 Accelerate Investment Advisors LLC3,003$276K0.2%N/A0.001%
7/7/2025 Wesbanco Bank Inc.63,168$5.81M0.2%+5.2%0.014%
7/7/2025 Salem Investment Counselors Inc.76,027$6.99M0.2%-0.4%0.017%
7/7/2025 Life Line Wealth Management LLC31,980$2.94M1.0%-12.4%0.007%
7/7/2025 Taylor & Morgan Wealth Management LLC115,764$10.65M7.2%+0.3%0.025%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC9,633$886K0.5%N/A0.002%
7/2/2025 Crumly & Associates Inc.21,836$2.01M0.5%N/A0.005%
(Data available from 1/1/2016 forward)

IWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWR shares?

During the previous two years, 1,435 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($5.63B), Wells Fargo & Company MN ($3.02B), US Bancorp DE ($1.64B), PNC Financial Services Group Inc. ($1.12B), Northern Trust Corp ($797.20M), Baird Financial Group Inc. ($699.16M), and Bank of New York Mellon Corp ($682.12M).Learn more on iShares Russell Mid-Cap ETF's institutional investors.

What percentage of iShares Russell Mid-Cap ETF's stock is owned by institutional investors?

80.16% of iShares Russell Mid-Cap ETF's stock is owned by institutional investors. Learn more on IWR's institutional investor holdings.

Which institutional investors have been buying iShares Russell Mid-Cap ETF's stock?

Of the 1,174 institutional investors that purchased iShares Russell Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($28.12M), TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($4.11M), US Bancorp DE ($2.89M), Raymond James Financial Inc. ($2.69M), Natixis Advisors LLC ($2.32M), and GAMMA Investing LLC ($2.21M).

How much institutional buying is happening at iShares Russell Mid-Cap ETF?

Institutional investors have bought a total of 55,075,575 shares in the last 24 months. This purchase volume represents approximately $4.78B in transactions.

Which of iShares Russell Mid-Cap ETF's major shareholders have been selling company stock?

Of the 646 institutional investors that sold iShares Russell Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($2.34M), Natixis Advisors LLC ($824.20K), Ameriprise Financial Inc. ($759.94K), Bank of New York Mellon Corp ($702.91K), TIAA Trust National Association ($690.04K), Gilbert & Cook Inc. ($578.68K), and PNC Financial Services Group Inc. ($562.41K).

How much institutional selling is happening at iShares Russell Mid-Cap ETF?

Institutional investors have sold a total of 15,471,432 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.



This page (NYSEARCA:IWR) was last updated on 7/15/2025 by MarketBeat.com Staff
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