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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$95.84 -0.39 (-0.40%)
As of 12:08 PM Eastern
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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)
919
Total
Institutional Inflows
(last 12 months)
$4.92B
Number of
Institutional Sellers
(last 12 months)
702
Total
Institutional Outflows
(last 12 months)
$2.42B
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IWR Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2025MBL Wealth LLC17,694$1.71M0.1%-1.7%0.004%
10/16/2025Trust Co. of Toledo NA OH47,811$4.62M0.5%-8.2%0.010%
10/16/2025 HBK Sorce Advisory LLC16,499$1.59M0.0%-5.0%0.004%
10/16/2025Blue Trust Inc.11,307$1.09M0.0%-4.5%0.002%
10/16/2025Rainier Family Wealth Inc.15,823$1.53M1.4%+3.6%0.003%
10/15/2025CWM LLC211,867$20.46M0.1%+27.0%0.045%
10/15/2025Bar Harbor Wealth Management5,705$551K0.0%-10.1%0.001%
10/15/2025JGP Wealth Management LLC4,063$394K0.0%+10.4%0.001%
10/15/2025ZWJ Investment Counsel Inc.2,759$266K0.0%N/A0.001%
10/15/2025World Investment Advisors30,995$2.99M0.1%-0.6%0.007%
10/15/2025Brookstone Capital Management5,687$549K0.0%-3.7%0.001%
10/15/2025ARS Investment Partners LLC2,639$255K0.0%+5.6%0.001%
10/15/2025Private Trust Co. NA33,283$3.21M0.3%+9.6%0.007%
10/15/2025DAVENPORT & Co LLC36,800$3.55M0.0%+31.5%0.008%
10/15/2025Plancorp LLC4,386$423K0.0%-9.2%0.001%
10/15/2025TABR Capital Management LLC66,387$6.41M4.4%N/A0.014%
10/15/2025Taylor & Morgan Wealth Management LLC117,714$11.37M7.0%+1.7%0.025%
10/14/2025 Revolve Wealth Partners LLC7,217$697K0.1%+114.8%0.002%
10/14/2025 Highline Wealth Partners LLC892$86K0.0%+20.9%0.000%
10/14/2025 OLD National Bancorp IN133,866$12.93M0.2%-1.5%0.029%
10/14/2025 Fiduciary Advisors Inc.5,283$510K0.4%+39.4%0.001%
10/14/2025 Farther Finance Advisors LLC20,158$1.95M0.0%+3.9%0.004%
10/14/2025 Patton Fund Management Inc.164,399$15.87M2.9%-0.8%0.035%
10/14/2025 HBK Sorce Advisory LLC18,019$1.75M0.0%+3.8%0.004%
10/14/2025 Retirement Income Solutions Inc.24,771$2.39M0.4%+1.2%0.005%
10/14/2025 PFW Advisors LLC182,133$17.59M5.2%-0.5%0.039%
10/14/2025 Brighton Jones LLC108,360$10.46M0.3%+0.1%0.023%
10/14/2025 Goelzer Investment Management Inc.25,341$2.45M0.1%-0.9%0.005%
10/14/2025 New England Professional Planning Group Inc.10,409$1.01M0.4%-1.2%0.002%
10/14/2025 WestHill Financial Advisors Inc.16,484$1.59M0.3%+3.6%0.004%
10/10/2025 ABLE Financial Group LLC24,585$2.37M0.5%-9.2%0.005%
10/10/2025 First Bank & Trust3,082$298K0.1%+4.7%0.001%
10/10/2025 Fifth Third Securities Inc.73,774$7.12M0.5%-0.7%0.016%
10/10/2025 Arlington Financial Advisors LLC2,191$212K0.0%N/A0.000%
10/10/2025 Charles Schwab Trust Co37,543$3.63M0.2%-1.5%0.008%
10/10/2025 Thomasville National Bank5,967$576K0.0%-12.1%0.001%
10/10/2025 Trust Point Inc.94,319$9.11M0.7%-2.1%0.020%
10/10/2025 Corsicana & Co.948$92K0.1%N/A0.000%
10/10/2025 Flputnam Investment Management Co.14,467$1.40M0.0%-5.9%0.003%
10/10/2025 Focus Financial Network Inc.234,000$22.59M0.8%-1.9%0.050%
10/10/2025 Signal Advisors Wealth LLC2,269$219K0.0%N/A0.000%
10/9/2025 Bartlett & CO. Wealth Management LLC205,454$19.84M0.3%-2.9%0.044%
10/9/2025 Independence Bank of Kentucky84,739$8.18M1.1%-1.8%0.018%
10/9/2025 AdvisorNet Financial Inc4,180$404K0.0%-9.1%0.001%
10/9/2025 Shelton Wealth Management LLC61,966$5.98M2.7%+0.2%0.013%
10/9/2025 U.S. Capital Wealth Advisors LLC20,356$1.97M0.1%-4.2%0.004%
10/9/2025 Redhawk Wealth Advisors Inc.4,220$407K0.0%-7.0%0.001%
10/9/2025 Richard P Slaughter Associates Inc34,771$3.36M0.7%-28.5%0.007%
10/9/2025 Voya Investment Management LLC152,364$14.71M0.0%+18.1%0.033%
10/9/2025 Stillwater Capital Advisors LLC11,099$1.07M0.1%+8.4%0.002%
10/9/2025 Affinity Capital Advisors LLC3,863$374K0.1%-42.2%0.001%
10/9/2025 Dynamic Advisor Solutions LLC5,142$496K0.0%-10.8%0.001%
10/9/2025 Eclectic Associates Inc. ADV3,400$328K0.1%-10.8%0.001%
10/8/2025 First County Bank CT 2,883$278K0.1%-5.7%0.001%
10/8/2025 Patriot Financial Group Insurance Agency LLC4,217$407K0.1%-5.9%0.001%
10/8/2025 Asset Allocation Strategies LLC20,453$1.98M0.4%-14.6%0.004%
10/8/2025 Fiduciary Alliance LLC7,678$741K0.0%-5.5%0.002%
10/8/2025 Sincerus Advisory LLC71,754$6.93M5.9%+6.7%0.015%
10/8/2025 Tompkins Financial Corp20,553$1.98M0.2%+109.8%0.004%
10/8/2025 Moulton Wealth Management Inc.15,980$1.54M1.1%+17.4%0.003%
10/8/2025 Chesley Taft & Associates LLC21,573$2.08M0.1%-1.8%0.005%
10/8/2025 Balefire LLC3,254$314K0.1%-24.3%0.001%
10/8/2025 Country Club Bank43,999$4.25M0.3%-13.6%0.009%
10/8/2025 Towerpoint Wealth LLC3,688$356K0.1%+9.1%0.001%
10/8/2025 McNaughton Wealth Management LLC6,779$655K0.3%-1.7%0.001%
10/8/2025 Baron Financial Group LLC62,434$6.03M3.3%+1.6%0.013%
10/7/2025 Montecito Bank & Trust19,309$1.86M0.3%N/A0.004%
10/7/2025 Woodstock Corp163,711$15.81M1.4%-0.1%0.035%
10/7/2025 Canandaigua National Bank & Trust Co.54,061$5.22M0.5%-1.8%0.012%
10/7/2025 Sage Capital Advisors llc17,565$1.70M0.4%-2.4%0.004%
10/7/2025 Salem Investment Counselors Inc.75,849$7.32M0.2%-0.2%0.016%
10/6/2025 Orgel Wealth Management LLC15,542$1.50M0.0%-1.6%0.003%
10/6/2025 Moody National Bank Trust Division136,197$13.15M1.1%-0.4%0.029%
10/6/2025 Steph & Co.129,870$12.54M3.8%+0.8%0.028%
10/6/2025 PPS&V Asset Management Consultants Inc.11,710$1.13M0.7%-3.0%0.003%
10/6/2025 Grove Bank & Trust27,909$2.70M0.3%+9.0%0.006%
10/6/2025 Nilsine Partners LLC5,274$509K0.0%+113.2%0.001%
10/2/2025 GAMMA Investing LLC27,219$2.63M0.1%+4.6%0.006%
10/2/2025 Trust Co of the South5,669$547K0.1%-3.6%0.001%
10/2/2025 Investors Research Corp17,704$1.71M0.3%-2.6%0.004%
10/1/2025 Park National Corp OH5,694$550K0.0%-4.2%0.001%
10/1/2025 Vigilare Wealth Management30,763$2.97M1.0%+67.2%0.007%
9/26/2025Corient Private Wealth LLC421,731$38.79M0.1%-52.3%0.092%
9/22/2025Caldwell Trust Co7,484$688K0.1%N/A0.002%
9/12/2025Valeo Financial Advisors LLC84,387$7.76M0.2%+223.6%0.018%
9/4/2025Osaic Holdings Inc.604,864$55.65M0.1%+29.6%0.131%
9/3/2025American Trust2,483$228K0.0%N/A0.001%
8/29/2025Centaurus Financial Inc.6,203$570K0.0%+2.6%0.001%
8/27/2025Orion Porfolio Solutions LLC26,999$2.48M0.0%+141.4%0.006%
8/27/2025Seneca Financial Advisors LLC13,678$1.26M0.5%-3.7%0.003%
8/26/2025Thrivent Financial for Lutherans65,341$6.01M0.0%-77.4%0.014%
8/25/2025Hilltop Partners LLC2,387$220K0.1%N/A0.001%
8/19/2025B. Riley Wealth Advisors Inc.31,766$2.92M0.1%N/A0.007%
8/19/2025Advisory Services Network LLC29,125$2.73M0.0%+1.5%0.006%
8/19/2025Pitcairn Co.2,312$213K0.0%N/A0.001%
8/18/2025Old North State Trust LLC8,225$756K0.5%N/A0.002%
8/18/2025Tyler Stone Wealth Management2,332$215K0.0%N/A0.001%
8/18/2025Geneos Wealth Management Inc.38,686$3.56M0.1%+27.4%0.008%
8/18/2025Front Row Advisors LLC2,694$248K0.1%+6.3%0.001%
8/16/2025Evergreen Capital Management LLC34,381$3.16M0.1%+4.6%0.007%
(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, 1,479 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 ($1.28B), PNC Financial Services Group Inc. ($1.19B), Bank of New York Mellon Corp ($910.44M), Northern Trust Corp ($797.20M), and Baird Financial Group Inc. ($755.54M).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 1,223 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), Bank of New York Mellon Corp ($3.05M), Raymond James Financial Inc. ($2.72M), 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 56,025,819 shares in the last 24 months. This purchase volume represents approximately $4.92B in transactions.

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

Of the 696 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 ($7.75M), Envestnet Portfolio Solutions Inc. ($3.83M), Corient Private Wealth LLC ($932.54K), Natixis Advisors LLC ($824.20K), PNC Financial Services Group Inc. ($821.71K), TIAA Trust National Association ($796.11K), and Ameriprise Financial Inc. ($759.94K).

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

Institutional investors have sold a total of 27,005,366 shares in the last 24 months. This volume of shares sold represents approximately $2.42B in transactions.


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This page (NYSEARCA:IWR) was last updated on 10/16/2025 by MarketBeat.com Staff
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