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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$97.23 +0.29 (+0.30%)
Closing price 10/3/2025 04:10 PM Eastern
Extended Trading
$97.24 +0.01 (+0.01%)
As of 10/3/2025 05:39 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
922
Total
Institutional Inflows
(last 12 months)
$4.94B
Number of
Institutional Sellers
(last 12 months)
698
Total
Institutional Outflows
(last 12 months)
$2.44B
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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
10/2/2025 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%
8/16/2025Headlands Technologies LLC392$36K0.0%-24.8%0.000%
8/15/2025Tower Research Capital LLC TRC 17,555$1.62M0.0%N/A0.004%
8/15/2025Asset Allocation Strategies LLC23,949$2.20M0.4%-28.0%0.005%
8/15/2025Corient Private Wealth LLC422,089$38.83M0.0%-52.3%0.092%
8/15/2025WealthCollab LLC664$61K0.0%-66.0%0.000%
8/15/2025Equitable Holdings Inc.176,467$16.23M0.1%+30.2%0.038%
8/15/2025Northeast Financial Consultants Inc4,932$454K0.0%-20.6%0.001%
8/15/2025Captrust Financial Advisors376,931$34.66M0.1%+0.6%0.082%
8/15/2025Keel Point LLC4,434$408K0.0%N/A0.001%
8/15/2025Alaethes Wealth LLC2,618$241K0.1%-31.4%0.001%
8/15/2025Fidelity D & D Bancorp Inc.2,476$228K0.1%-14.3%0.001%
8/15/2025Two Sigma Securities LLC16,445$1.51M0.2%N/A0.004%
8/15/2025Snowden Capital Advisors LLC10,564$972K0.0%+4.4%0.002%
8/15/2025Orion Porfolio Solutions LLC10,022$922K0.0%-10.4%0.002%
8/15/2025MML Investors Services LLC335,130$30.82M0.1%+6.3%0.073%
8/15/2025Mission Creek Capital Partners Inc.2,217$204K0.0%N/A0.000%
8/15/2025HRT Financial LP21,331$1.96M0.0%+671.5%0.005%
8/15/2025IHT Wealth Management LLC40,852$3.76M0.1%-2.0%0.009%
8/15/2025EP Wealth Advisors LLC38,756$3.56M0.0%+1.5%0.008%
8/15/2025Curi Capital LLC65,345$6.01M0.1%+123.1%0.014%
8/15/2025Benjamin Edwards Inc.11,256$1.04M0.0%-18.4%0.002%
8/15/2025BNP Paribas Financial Markets764,638$70.32M0.0%+186.3%0.166%
8/15/2025Ameriprise Financial Inc.3,540,276$331.05M0.1%+4.4%0.770%
8/14/2025Raymond James Financial Inc.2,709,795$249.22M0.1%+1.1%0.589%
8/14/2025Darwin Wealth Management LLC1,277$117K0.0%N/A0.000%
8/14/2025Betterment LLC4,717$434K0.0%-2.9%0.001%
8/14/2025Quantinno Capital Management LP18,830$1.73M0.0%+51.1%0.004%
8/14/2025Diversify Advisory Services LLC12,674$1.19M0.0%+267.7%0.003%
8/14/2025Alliancebernstein L.P.157,542$14.49M0.0%+9.7%0.034%
8/14/2025Peapack Gladstone Financial Corp33,322$3.07M0.0%-1.2%0.007%
8/14/2025HUB Investment Partners LLC29,501$2.71M0.1%-1.0%0.006%
8/14/2025Ieq Capital LLC86,647$7.97M0.0%+2.6%0.019%
8/14/2025Glenview Trust co1,285,599$118.24M2.0%+2.7%0.279%
8/14/2025FAS Wealth Partners Inc.31,158$2.87M0.2%+2.5%0.007%
8/14/2025German American Bancorp Inc.938,960$86.36M8.4%-0.3%0.204%
8/14/2025NewEdge Advisors LLC202,346$18.61M0.1%+10.9%0.044%
8/14/2025BCS Private Wealth Management Inc.5,270$485K0.2%N/A0.001%
8/14/2025Qube Research & Technologies Ltd9,253$851K0.0%+581.4%0.002%
8/14/2025Certuity LLC16,026$1.47M0.1%+14.7%0.003%
8/14/2025Obsidian Personal Planning Solutions LLC3,015$277K0.1%N/A0.001%
8/14/2025Denver PWM LLC26,450$2.43M0.8%-3.0%0.006%
8/14/2025Cary Street Partners Financial LLC18,870$1.74M0.0%+24.0%0.004%
8/14/2025Cerity Partners LLC829,814$76.32M0.1%+6.6%0.180%
8/14/2025Daner Wealth Management LLC36,662$3.45M2.4%N/A0.008%
8/13/2025PGIM Custom Harvest LLC2,958$272K0.0%-31.2%0.001%
8/13/2025StoneX Group Inc.96,049$8.83M0.4%+8.9%0.021%
8/13/2025SageView Advisory Group LLC48,198$4.58M0.2%+104.1%0.010%
8/13/2025Cresset Asset Management LLC217,865$20.04M0.1%+36.2%0.047%
8/13/2025Brown Advisory Inc.339,958$31.27M0.0%+6.7%0.074%
8/13/2025North Berkeley Wealth Management LLC13,410$1.23M1.1%N/A0.003%
8/13/2025GeoWealth Management LLC10,024$922K0.0%+8.0%0.002%
8/13/2025Allium Financial Advisors LLC27,203$2.50M1.8%-1.7%0.006%
8/13/2025Knuff & Co LLC13,437$1.24M0.4%-19.2%0.003%
8/13/2025Baird Financial Group Inc.8,215,063$755.54M1.3%0.0%1.786%
8/13/2025First Trust Advisors LP2,254$207K0.0%-30.6%0.000%
8/13/2025Crescent Grove Advisors LLC20,451$1.88M0.2%+5.1%0.004%
8/13/2025EverSource Wealth Advisors LLC1,761$162K0.0%-30.1%0.000%
8/13/2025Plan Group Financial LLC107,824$9.92M3.3%-14.9%0.023%
8/13/2025CW Advisors LLC35,178$3.24M0.0%+5.8%0.008%
8/13/2025Twin Peaks Wealth Advisors LLC2,147$202K0.1%N/A0.000%
8/13/2025River Wealth Advisors LLC402,940$37.06M4.6%+3.0%0.088%
8/13/2025Pinkerton Wealth LLC2,621$241K0.0%N/A0.001%
8/13/2025Beacon Pointe Advisors LLC219,159$20.16M0.2%-11.2%0.048%
8/13/2025Wellspring Financial Advisors LLC7,885$725K0.0%+208.0%0.002%
8/13/2025Quantbot Technologies LP699$64K0.0%N/A0.000%
8/13/2025M&T Bank Corp451,557$41.53M0.1%-6.8%0.098%
8/13/2025Smith Moore & CO.28,124$2.59M0.2%-0.8%0.006%
8/13/2025Prossimo Advisors LLC11,142$1.03M0.8%N/A0.002%
8/13/2025VestGen Advisors LLC140,970$12.97M0.5%-2.2%0.031%
8/13/2025Leslie Global Wealth LLC10,815$995K0.5%+3.5%0.002%
8/13/2025Lido Advisors LLC925,751$85.14M0.3%-2.2%0.201%
8/13/2025Wealthquest Corp8,015$737K0.1%-10.0%0.002%
8/13/2025Quadrature Capital Ltd3,402$313K0.0%N/A0.001%
8/13/2025Hsbc Holdings PLC28,049$2.58M0.0%-9.2%0.006%
8/13/2025Northwestern Mutual Wealth Management Co.1,073,681$98.75M0.1%+2.0%0.233%
8/13/2025Johnson Financial Group Inc.53,134$4.89M0.2%+5.3%0.012%
8/13/2025Stevens Capital Partners5,525$515K0.2%+8.2%0.001%
(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, 1,474 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 1,226 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 56,274,233 shares in the last 24 months. This purchase volume represents approximately $4.94B in transactions.

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

Of the 698 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 27,207,264 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.


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This page (NYSEARCA:IWR) was last updated on 10/5/2025 by MarketBeat.com Staff
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