Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free IWR Stock Alerts

iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$110.10 +1.15 (+1.06%)
As of 03:28 PM Eastern
Compare

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)
924
Total
Institutional Inflows
(last 12 months)
$3.51B
Number of
Institutional Sellers
(last 12 months)
682
Total
Institutional Outflows
(last 12 months)
$2.17B
Get IWR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell Mid-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IWR Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026Roan Capital Partners7,130$787K0.7%-39.7%0.001%
7/9/2026Sax Wealth Advisors LLC4,139$457K0.0%-8.5%0.001%
7/9/2026Oliver Luxxe Assets LLC21,281$2.35M0.3%-2.5%0.004%
7/9/2026Sunburst Financial Group LLC60,663$6.69M1.1%-1.0%0.012%
7/9/2026Affinity Capital Advisors LLC3,738$413K0.1%-3.0%0.001%
7/9/2026Valeo Financial Advisors LLC267,207$29.48M0.6%+8.3%0.052%
7/9/2026Crumly & Associates Inc.16,792$1.85M0.4%-4.4%0.003%
7/8/2026Trust Point Inc.90,979$10.04M0.9%+0.2%0.018%
7/8/2026First Heartland Consultants Inc.1,978$218K0.0%N/A0.000%
7/8/2026 Israel Discount Bank of New York2,775$306K0.6%-10.9%0.001%
7/8/2026 Chapin Davis Inc.20,906$2.31M0.4%-43.3%0.004%
7/7/2026 Paller Financial Services Inc27,615$3.05M2.3%+20.0%0.005%
7/7/2026 Integral Investment Advisors Inc.1,950$215K0.0%-27.9%0.000%
7/7/2026 Balefire LLC5,752$635K0.1%-11.2%0.001%
7/7/2026 GAMMA Investing LLC32,487$3.58M0.1%+9.0%0.006%
7/7/2026 Avior Wealth Management LLC14,748$1.63M0.0%-5.3%0.003%
7/7/2026 Canandaigua National Bank & Trust Co.54,356$6.00M0.5%N/A0.011%
7/7/2026 Arlington Trust Co LLC1,653$182K0.0%+34.0%0.000%
7/7/2026 Moody National Bank Trust Division105,466$11.64M1.0%-22.8%0.020%
7/7/2026 Grove Bank & Trust23,310$2.57M0.3%-16.5%0.005%
7/7/2026 PPS&V Asset Management Consultants Inc.11,366$1.25M0.7%-3.4%0.002%
7/7/2026 CoreCap Advisors LLC5,910$652K0.0%-4.8%0.001%
7/7/2026 St. Clair Advisors LLC23,625$2.61M0.7%-40.1%0.005%
7/6/2026 Sincerus Advisory LLC79,958$8.82M6.0%+0.1%0.015%
7/6/2026 Vigilare Wealth Management31,748$3.50M1.1%+18.3%0.006%
7/6/2026 Stonebridge Financial Group LLC2,622$289K0.0%N/A0.001%
7/6/2026 Acima Private Wealth LLC2,915$322K0.1%-14.4%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB14,830$1.64M0.0%-19.4%0.003%
7/2/2026 Versant Capital Management Inc98,453$10.86M1.0%+0.1%0.019%
7/2/2026 Collective Family Office LLC3,836$423K0.1%+86.4%0.001%
7/2/2026 First County Bank CT 3,111$343K0.2%+7.9%0.001%
7/1/2026 First Financial Bank Trust Division13,698$1.51M0.1%-2.0%0.003%
7/1/2026 Eastern Bank17,827$1.97M0.0%-9.9%0.004%
7/1/2026 Roxbury Financial LLC893$99K0.1%+12.3%0.000%
6/25/2026Paladin Partners LLC21,740$2.11M1.5%+2.3%0.004%
6/22/2026Sapient Capital LLC12,448$1.21M0.0%+43.7%0.002%
6/18/2026Western Wealth Management LLC10,866$1.06M0.0%-3.1%0.002%
6/16/2026Steelhead Wealth Management LLC4,032$392K0.2%N/A0.001%
6/16/2026Empowered Funds LLC2,189$213K0.0%-50.7%0.000%
6/10/2026FAS Wealth Partners Inc.30,310$2.95M0.2%+1.5%0.006%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
6/8/2026Farmers National Bank20,278$1.97M0.4%+0.6%0.004%
6/3/2026Wealthquest Corp7,799$758K0.1%-1.2%0.002%
6/3/2026Parallel Advisors LLC22,645$2.20M0.0%-2.5%0.005%
6/3/2026NewEdge Advisors LLC260,616$25.34M0.1%-12.9%0.052%
6/1/2026First Nebraska Trust Co6,285$611K0.1%N/A0.001%
6/1/2026Keel Point LLC5,913$575K0.0%+5.9%0.001%
5/29/2026Mullaney Keating & Wright Inc.95,746$9.31M5.0%-0.7%0.019%
5/29/2026Krane Financial Solutions LLC132,678$12.90M8.8%N/A0.026%
5/29/2026Asset Dedication LLC1,677$163K0.0%+89.1%0.000%
5/28/2026Lavelle Capital LP22,163$2.16M1.3%N/A0.004%
5/27/2026Westshore Wealth LLC65,329$6.35M2.2%-4.6%0.013%
5/26/2026Glenmede Trust Co. NA100,297$9.75M0.0%-0.7%0.020%
5/22/2026Segall Bryant & Hamill LLC11,747$1.14M0.0%-27.0%0.002%
5/20/2026Hobbs Group Advisors LLC2,712$264K0.1%-3.8%0.001%
5/20/2026SOA Wealth Advisors LLC.30,000$2.92M0.3%+2.1%0.006%
5/19/2026Front Row Advisors LLC2,844$277K0.1%+5.6%0.001%
5/19/2026Western Wealth Management LLC10,866$1.06M0.0%-3.1%0.002%
5/19/2026Paragon Private Wealth Management LLC86,799$8.44M2.6%+3.0%0.017%
5/19/2026Bank of America Corp DE65,876,235$6.41B0.5%-1.0%13.097%
5/19/2026Chesapeake Wealth Management69,242$6.73M2.1%-1.4%0.014%
5/19/2026Bull Harbor Capital LLC4,542$442K0.1%N/A0.001%
5/19/2026Ashton Thomas Securities LLC6,942$675K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors33,653$3.27M0.1%+31.7%0.007%
5/18/2026Sunbelt Securities Inc.10,430$1.01M0.1%-10.6%0.002%
5/18/2026EverSource Wealth Advisors LLC25,141$2.44M0.1%-0.5%0.005%
5/18/2026Royal Bank of Canada7,874,760$765.66M0.1%-0.5%1.566%
5/18/2026Empowered Funds LLC2,189$213K0.0%-50.7%0.000%
5/18/2026Evercore Wealth Management LLC30,160$2.93M0.0%-1.1%0.006%
5/16/2026Excelsior Advisor Network LLC11,159$1.09M0.4%+96.3%0.002%
5/16/2026Quantinno Capital Management LP74,705$7.26M0.0%+91.4%0.015%
5/15/2026Gateway Wealth Partners LLC8,404$817K0.0%N/A0.002%
5/15/2026Blue Chip Partners LLC2,059$200K0.0%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT162,321$15.78M0.2%-0.6%0.032%
5/15/2026Marquette Associates Inc.15,136$1.47M1.6%N/A0.003%
5/15/2026Matrix Private Capital Group LLC18,426$1.79M0.9%N/A0.004%
5/15/2026Waverly Advisors LLC1,098,953$106.85M0.8%+17.7%0.218%
5/15/2026Asset Management Group Inc.39,600$3.85M0.6%+0.3%0.008%
5/14/2026Renaissance Technologies LLC25,200$2.45M0.0%-27.6%0.005%
5/14/2026FCA Corp TX35,930$3.49M1.0%-1.8%0.007%
5/14/2026Compound Planning Inc.11,970$1.16M0.0%-3.7%0.002%
5/14/2026Modern Wealth Management LLC8,804$862K0.0%-3.0%0.002%
5/14/2026Dickmeyer Boyce Financial Management Inc.67,057$6.52M3.8%N/A0.013%
5/14/2026MWA Asset Management4,376$425K0.2%-3.5%0.001%
5/14/2026Davis R M Inc.17,409$1.69M0.0%-2.5%0.003%
5/14/2026Lido Advisors LLC917,285$89.19M0.3%+3.6%0.182%
5/13/2026Cetera Investment Advisers2,133,527$207.44M0.2%-5.4%0.424%
5/13/2026Wealthspire Retirement LLC4,208$409K0.0%-2.9%0.001%
5/13/2026Signature Equity Partners LLC651$63K0.0%-49.3%0.000%
5/13/2026NewEdge Wealth LLC89,374$8.69M0.1%+7.4%0.018%
5/13/2026Alpha Financial Partners LLC5,578$542K0.3%-3.4%0.001%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
5/13/2026Daner Wealth Management LLC37,509$3.94M2.1%-1.0%0.007%
5/13/2026First Citizens Bank & Trust Co.164,985$16.04M0.3%-5.3%0.033%
5/12/2026Phillip James Consulting Co.5,146$500K0.4%N/A0.001%
5/8/2026PNC Financial Services Group Inc.12,333,478$1.20B0.7%-1.3%2.452%
5/8/2026HORAN Wealth LLC42,236$4.07M0.4%+100.0%0.008%
5/8/2026Burling Wealth Partners LLC9,473$921K0.1%-4.6%0.002%
5/8/2026Glenview Trust Co1,350,641$131.32M2.1%+3.4%0.269%
5/8/2026Madison Asset Management LLC9,754$948K0.0%-61.9%0.002%
5/8/2026Cassaday & Co Wealth Management LLC12,604$1.23M0.0%+11.3%0.003%
5/8/2026JMG Financial Group Ltd.916,371$89.10M2.5%+5.6%0.182%


IWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,571 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($7.25B), Bank of America Corp DE ($6.41B), Wells Fargo & Company MN ($4.01B), US Bancorp DE ($1.24B), PNC Financial Services Group Inc. ($1.20B), Bank of New York Mellon Corp ($1.04B), and Morgan Stanley ($1.04B).Learn more on iShares Russell Mid-Cap ETF's 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.

Of the 1,322 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 ($33.06M), Bank of America Corp DE ($4.15M), Bank of New York Mellon Corp ($3.60M), CIBC Bancorp USA Inc. ($2.96M), Raymond James Financial Inc. ($2.93M), Natixis Advisors LLC ($2.65M), and Wells Fargo & Company MN ($2.33M).

Institutional investors have bought a total of 36,636,923 shares in the last 24 months. This purchase volume represents approximately $3.51B in transactions.

Of the 679 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 ($6.40M), Envestnet Portfolio Solutions Inc. ($3.83M), TIAA Trust National Association ($950.63K), Corient Private Wealth LLC ($925.02K), PNC Financial Services Group Inc. ($823.68K), Mesirow Financial Investment Management Inc. ($814.78K), and Bank of America Corp DE ($693.40K).

Institutional investors have sold a total of 23,086,176 shares in the last 24 months. This volume of shares sold represents approximately $2.17B in transactions.


Related Companies

This page (NYSEARCA:IWR) was last updated on 7/9/2026 by MarketBeat.com Staff.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel