iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

$108.32 -0.77 (-0.71%)

Closing price 09/23/2026 04:10 PM Eastern

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$108.32 0.00 (0.00%)

As of 04:17 AM Eastern

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Current Institutional Ownership Percentage: 80.16%
Number of Institutional Buyers (last 12 months): 810
Total Institutional Inflows (last 12 months): $3.32B

Number of Institutional Sellers (last 12 months): 590
Total Institutional Outflows (last 12 months): $936.79M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	QRG Capital Management Inc.	13,469	$1.49M	0.0%	+171.4%	0.003%
9/23/2026	Envestnet Portfolio Solutions Inc.	145,294	$16.03M	0.1%	-7.4%	0.029%
9/23/2026	Envestnet Asset Management Inc.	4,500,690	$496.51M	0.1%	+0.7%	0.886%
9/18/2026	Security National Bank of Sioux City Iowa IA	599	$66K	0.0%	N/A	0.000%
9/9/2026	Sequoia Financial Advisors LLC	42,875	$4.73M	0.0%	-0.7%	0.008%
9/9/2026	Tidal Investments LLC	2,566	$283K	0.0%	N/A	0.001%
9/9/2026	Cahill Financial Advisors Inc.	25,901	$2.86M	0.3%	-4.7%	0.005%
9/9/2026	MCF Advisors LLC	318,059	$35.09M	1.2%	+0.2%	0.063%
9/9/2026	Capital Analysts LLC	7,732	$853K	0.0%	-2.5%	0.002%
9/9/2026	SVB Wealth LLC	22,894	$2.53M	0.1%	-0.5%	0.005%
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9/9/2026	NorthRock Partners LLC	680,478	$75.07M	1.1%	-3.9%	0.134%
9/9/2026	Integrated Wealth Concepts LLC	53,956	$5.95M	0.0%	+25.9%	0.011%
9/9/2026	RFG Advisory LLC	4,326	$477K	0.0%	+44.4%	0.001%
9/9/2026	NewEdge Advisors LLC	282,266	$31.14M	0.1%	+8.3%	0.056%
9/9/2026	Ehrenkranz Partners L.P.	13,326	$1.47M	0.8%	-1.3%	0.003%
9/9/2026	IFP Advisors Inc	13,703	$1.51M	0.0%	+30.3%	0.003%
9/9/2026	Squarepoint Ops LLC	2,855	$315K	0.0%	N/A	0.001%
9/9/2026	Baird Financial Group Inc.	10,660,298	$1.18B	1.6%	+18.8%	2.102%
9/9/2026	Performa Ltd US LLC	1,124,020	$124.00M	18.6%	+465.1%	0.222%
9/9/2026	Sterling Investment Advisors Ltd.	1,818	$201K	0.0%	N/A	0.000%
9/8/2026	Allworth Financial LP	24,695	$2.72M	0.0%	+3.5%	0.005%
9/8/2026	Waverly Advisors LLC	1,187,415	$131.00M	0.8%	+8.0%	0.234%
9/4/2026	Parkside Financial Bank & Trust	15,770	$1.74M	0.1%	+1.8%	0.003%
9/2/2026	MLG Wealth Management DBA Pine Grove Financial Group	3,371	$372K	0.0%	N/A	0.001%
9/2/2026	Range Advisory LLC	2,244	$248K	0.0%	N/A	0.000%
8/27/2026	Corient Private Wealth LP	537,202	$59.26M	0.1%	+10.0%	0.106%
8/27/2026	Tucker Asset Management LLC	358	$39K	0.0%	+234.6%	0.000%
8/26/2026	HORAN Wealth LLC	21,020	$2.32M	0.3%	-50.2%	0.004%
8/26/2026	Wellington Grp LLC	574	$63K	0.0%	N/A	0.000%
8/25/2026	Kirkwood Financial Services	4,636	$511K	0.1%	N/A	0.001%
8/25/2026	Tobias Financial Advisors Inc.	3,722	$411K	0.0%	-6.2%	0.001%
8/23/2026	Ameritas Advisory Services LLC	44,158	$4.87M	0.1%	+29.1%	0.009%
8/23/2026	Wedmont Private Capital	13,043	$1.44M	0.0%	+40.6%	0.003%
8/23/2026	Endeavor Private Wealth Inc.	6,668	$736K	0.2%	-8.6%	0.001%
8/23/2026	Operose Advisors LLC	10,769	$1.19M	0.2%	+1.9%	0.002%
8/23/2026	HB Wealth Management LLC	47,181	$5.21M	0.0%	+4.3%	0.009%
8/23/2026	Nilsine Partners LLC	5,635	$622K	0.0%	+11.8%	0.001%
8/23/2026	Nvest Financial LLC	24,086	$2.66M	0.8%	+9.8%	0.005%
8/23/2026	Asset Allocation Strategies LLC	15,409	$1.70M	0.3%	-6.1%	0.003%
8/23/2026	Angeles Wealth Management LLC	13,023	$1.44M	0.1%	+64.0%	0.003%
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8/23/2026	Unique Wealth LLC	174,962	$19.30M	2.2%	+0.4%	0.034%
8/23/2026	Chokshi & Queen Wealth Advisors Inc	26,257	$2.90M	1.3%	-0.8%	0.005%
8/22/2026	Noble Wealth Partners LLC	15,342	$1.69M	1.5%	N/A	0.003%
8/22/2026	Rose Capital Advisors LLC	20,361	$2.25M	1.1%	N/A	0.004%
8/22/2026	Compass Financial Management LLC	629	$69K	0.0%	N/A	0.000%
8/22/2026	Tenet Wealth Partners LLC	2,407	$265K	0.2%	N/A	0.000%
8/22/2026	Maloon Powers Pitre Higgins & Dennehy LLC	14,882	$1.64M	0.6%	N/A	0.003%
8/22/2026	Old Mission Investment Co LLC	3,350	$370K	0.1%	N/A	0.001%
8/22/2026	Montgomery Financial Services LLC	15,137	$1.67M	1.5%	N/A	0.003%
8/22/2026	Highland Investment Advisors LLC	2,604	$287K	0.1%	N/A	0.001%
8/22/2026	Shum Financial Group Inc.	2,090	$231K	0.1%	N/A	0.000%
8/22/2026	Investor s Fiduciary Advisor Network LLC	2,862	$315K	0.1%	N/A	0.001%
8/22/2026	NWF Advisory Services Inc.	1,896	$209K	0.0%	N/A	0.000%
8/22/2026	TD Waterhouse Canada Inc.	25,909	$2.86M	0.0%	+3.9%	0.005%
8/22/2026	Concurrent Investment Advisors LLC	299,390	$33.03M	0.3%	+29.8%	0.059%
8/22/2026	Allen Mooney & Barnes Investment Advisors LLC	5,661	$624K	0.1%	-4.4%	0.001%
8/21/2026	Alley Investment Management Company LLC	22,725	$2.51M	0.3%	-2.9%	0.004%
8/21/2026	Beacon Capital Management LLC	3,564	$393K	0.1%	+9.7%	0.001%
8/21/2026	Continuum Advisory LLC	30,429	$3.36M	0.3%	+3.6%	0.006%
8/21/2026	Robbins Farley	2,608	$288K	0.1%	N/A	0.001%
8/21/2026	Sunburst Financial Group LLC	60,663	$6.69M	1.1%	-1.0%	0.012%
8/21/2026	XML Financial LLC	233,838	$25.80M	1.9%	-1.6%	0.046%
8/21/2026	Chesapeake Wealth Management	70,111	$7.74M	2.2%	+1.3%	0.014%
8/21/2026	Independence Bank of Kentucky	85,740	$9.46M	1.1%	-4.0%	0.017%
8/21/2026	Bedel Financial Consulting Inc.	44,786	$4.94M	0.5%	+4.4%	0.009%
8/21/2026	Triumph Capital Management	43,905	$4.84M	0.9%	-26.8%	0.009%
8/20/2026	Rehmann Capital Advisory Group	8,948	$987K	0.0%	+6.7%	0.002%
8/20/2026	Orgel Wealth Management LLC	13,639	$1.51M	0.0%	-4.4%	0.003%
8/20/2026	Cullinan Associates Inc.	2,000	$221K	0.0%	N/A	0.000%
8/20/2026	Greenleaf Trust	37,980	$4.59M	0.0%	+19.4%	0.007%
8/18/2026	Public Employees Retirement System of Ohio	13,807	$1.52M	0.0%	N/A	0.003%
8/15/2026	First Bancorp Inc ME	7,386	$815K	0.3%	N/A	0.001%
8/6/2026	S&CO Inc.	8,344	$920K	0.1%	N/A	0.002%
7/10/2026	Lee Kelleher & Klein Wealth Management	24,077	$2.66M	1.4%	-8.9%	0.005%
7/10/2026	Investors Research Corp	12,640	$1.39M	0.3%	-28.7%	0.002%
7/10/2026	Whitener Capital Management Inc.	9,199	$1.02M	0.2%	+120.5%	0.002%
7/10/2026	Heck Capital Advisors LLC	127,185	$14.03M	0.8%	+1.6%	0.025%
7/10/2026	Taylor & Morgan Wealth Management LLC	136,353	$15.04M	7.4%	+6.7%	0.026%
7/10/2026	JFS Wealth Advisors LLC	26,268	$2.90M	0.1%	-0.4%	0.005%
7/10/2026	Dagco Inc.	23,862	$2.63M	0.5%	-0.7%	0.005%
7/10/2026	William Mack & Associates Inc.	4,957	$547K	0.2%	-2.7%	0.001%
7/10/2026	Fiduciary Financial Group LLC	4,048	$447K	0.1%	N/A	0.001%
7/10/2026	City Holding Co.	65,503	$7.23M	0.8%	-3.7%	0.013%
7/10/2026	Charles Schwab Trust Co	4,355	$480K	0.0%	+16.3%	0.001%
7/10/2026	Perkins Coie Trust Co	4,930	$544K	0.1%	+88.9%	0.001%
7/10/2026	Fulton Bank N.A.	80,984	$8.93M	0.3%	-4.2%	0.016%
7/10/2026	Wealthcare Advisory Partners LLC	4,262	$470K	0.0%	-84.4%	0.001%
7/9/2026	CPA Asset Management Group LLC	3,598	$397K	0.1%	-4.8%	0.001%
7/9/2026	Financial Advisory Corp	2,023	$223K	0.0%	-5.5%	0.000%
7/9/2026	Baron Financial Group LLC	79,767	$8.80M	4.2%	+17.2%	0.015%
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7/9/2026	Atlas Brown Inc.	14,399	$1.59M	0.4%	-1.9%	0.003%
7/9/2026	Focus Financial Network Inc.	217,178	$23.96M	0.7%	-2.1%	0.042%
7/9/2026	Corepath Wealth Partners LLC	22,166	$2.42M	1.5%	+4.4%	0.004%
7/9/2026	Roan Capital Partners	7,130	$787K	0.7%	-39.7%	0.001%
7/9/2026	Sax Wealth Advisors LLC	4,139	$457K	0.0%	-8.5%	0.001%
7/9/2026	Oliver Luxxe Assets LLC	21,281	$2.35M	0.3%	-2.5%	0.004%
7/9/2026	Sunburst Financial Group LLC	60,663	$6.69M	1.1%	-1.0%	0.012%
7/9/2026	Affinity Capital Advisors LLC	3,738	$413K	0.1%	-3.0%	0.001%
7/9/2026	Valeo Financial Advisors LLC	267,207	$29.48M	0.6%	+8.3%	0.052%
7/9/2026	Crumly & Associates Inc.	16,792	$1.85M	0.4%	-4.4%	0.003%

IWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,562 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), Baird Financial Group Inc. ($1.18B), and Bank of New York Mellon Corp ($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 1,302 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), Wells Fargo & Company MN ($2.33M), and GAMMA Investing LLC ($2.19M).

Institutional investors have bought a total of 33,989,496 shares in the last 24 months. This purchase volume represents approximately $3.32B in transactions.

Of the 590 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 ($989.52K), Bank of America Corp DE ($693.40K), PNC Financial Services Group Inc. ($564.38K), Miracle Mile Advisors LLC ($515.07K), Corient Private Wealth LLC ($462.69K), Northwestern Mutual Wealth Management Co. ($443.90K), and Ameriprise Financial Inc. ($386.33K).

Institutional investors have sold a total of 9,693,074 shares in the last 24 months. This volume of shares sold represents approximately $936.79M in transactions.

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Institutional ownership data for NYSEARCA:IWR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.

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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

IWR Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

IWR Institutional Ownership - Frequently Asked Questions

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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

IWR Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

IWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWR shares?

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

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

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

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

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

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