S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
NYSEARCA:IWR

iShares Russell Mid-Cap ETF - IWR Institutional Ownership

$67.37
+0.15 (+0.22%)
(As of 03/28/2023 12:00 AM ET)
Add
Compare
Today's Range
$67.03
▼
$67.56
50-Day Range
$66.27
▼
$75.04
52-Week Range
$60.73
▼
$80.00
Volume
1.23 million shs
Average Volume
1.37 million shs
Market Capitalization
$26.93 billion
Assets Under Management
$26.64 billion
Dividend Yield
1.59%
Net Expense Ratio
0.18%

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

Number of
Institutional Buyers
(last 12 months)
759
Total
Institutional Inflows
(last 12 months)
$5.00 B
Number of
Institutional Sellers
(last 12 months)
570
Total
Institutional Outflows
(last 12 months)
$1.43 B
Skip Chart & View Institutional Buying and Selling Data

IWR Institutional Buying and Selling by Quarter

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.

iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/22/2023Campion Asset Management114,659$7.73M7.6%-5.6%0.029%
3/15/2023B. Riley Wealth Advisors Inc.96,196$6.49M0.2%-6.8%0.024%
3/13/2023Claro Advisors LLC3,146$0.21M0.1%-57.6%0.001%
3/10/2023Mather Group LLC.19,545$1.32M0.0%-9.0%0.005%
3/10/2023Flagstone Financial Management4,922$0.33M0.2%N/A0.001%
3/10/2023Financial Alternatives Inc4,421$0.30M0.3%N/A0.001%
3/6/2023Rockefeller Capital Management L.P.335,014$22.60M0.1%+15.8%0.084%
3/2/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,357$92K0.0%+27.9%0.000%
3/1/2023Willow Creek Wealth Management Inc.4,696$0.32M0.1%+9.9%0.001%
2/28/2023Orin Green Financial LLC75,793$5.11M3.0%-3.8%0.019%
2/28/2023Voya Investment Management LLC53,671$3.62M0.0%-75.9%0.013%
2/27/2023Kalos Management Inc.402$27K0.1%N/A0.000%
2/24/2023Builder Investment Group Inc. ADV33,242$2.24M1.1%N/A0.008%
2/23/2023Callan Family Office LLC134,038$9.04M2.9%N/A0.033%
2/23/2023WC Walker & Associates Inc.14,861$1.06M0.6%-1.1%0.004%
2/23/2023Chesapeake Wealth Management66,420$4.48M2.0%-4.1%0.017%
2/21/2023Alamar Capital Management LLC9,524$0.64M0.7%+11.7%0.002%
2/21/2023Northwestern Mutual Wealth Management Co.1,015,359$68.49M0.1%+2.6%0.254%
2/21/2023B. Riley Wealth Advisors Inc.96,641$6.52M0.2%-6.4%0.024%
2/17/2023Truist Financial Corp3,529,292$238.05M0.4%-0.5%0.882%
2/16/2023Asset Allocation Strategies LLC21,782$1.47M1.0%N/A0.005%
2/16/2023GSB Wealth Management LLC2,975$0.20M0.1%N/A0.001%
2/16/2023Moneta Group Investment Advisors LLC1,582$2.08M0.1%-94.4%0.000%
2/16/2023Alliancebernstein L.P.52,745$3.56M0.0%-31.7%0.013%
2/16/2023AlphaQ Advisors LLC10,091$0.68M0.6%N/A0.003%
2/16/2023Certified Advisory Corp12,570$0.85M0.2%-70.9%0.003%
2/16/2023CreativeOne Wealth LLC3,825$0.26M0.0%-3.4%0.001%
2/16/2023FWL Investment Management LLC2,200$0.15M0.1%N/A0.001%
2/16/2023Financial Advocates Investment Management6,106$0.41M0.0%+5.6%0.002%
2/16/2023Personal Capital Advisors Corp5,837$0.39M0.0%+8.1%0.001%
2/16/2023RFG Advisory LLC3,477$0.26M0.0%-18.1%0.001%
2/16/2023United Capital Financial Advisers LLC68,652$4.63M0.0%+17.8%0.017%
2/16/2023Harbour Investments Inc.5,806$0.39M0.0%-48.3%0.001%
2/16/2023One Capital Management LLC152,395$10.28M0.5%+1.4%0.038%
2/16/2023German American Bancorp Inc.751,622$50.70M8.0%-4.3%0.188%
2/16/2023Gateway Wealth Partners LLC8,494$0.57M0.1%N/A0.002%
2/15/2023Steward Partners Investment Advisory LLC444,678$29.99M0.5%+0.5%0.111%
2/15/2023RMR Wealth Builders14,959$1.01M0.2%+33.8%0.004%
2/15/2023CI Private Wealth LLC263,085$17.93M0.1%N/A0.066%
2/15/2023Moneta Group Investment Advisors LLC30,855,196$2.08B0.1%+108,982.9%7.708%
2/15/2023CIC Wealth LLC4,707$0.32M0.1%N/A0.001%
2/15/2023Salem Investment Counselors Inc.86,824$5.86M0.3%+0.4%0.022%
2/15/2023Apollon Wealth Management LLC22,413$1.51M0.1%+0.8%0.006%
2/15/2023Captrust Financial Advisors292,388$19.72M0.1%-2.9%0.073%
2/15/2023IHT Wealth Management LLC22,934$1.55M0.1%-29.3%0.006%
2/15/2023Bragg Financial Advisors Inc11,243$0.76M0.0%-1.2%0.003%
2/15/2023Jane Street Group LLC16,985$1.15M0.0%N/A0.004%
2/15/2023SageView Advisory Group LLC23,316$1.57M0.1%N/A0.006%
2/15/2023Patriot Investment Management Group Inc.13,860$1.01M0.1%-2.3%0.003%
2/15/2023Waverly Advisors LLC32,034$2.16M0.1%-0.9%0.008%
2/15/2023PFS Investments Inc.142,790$9.63M0.2%+33.9%0.036%
2/15/2023Cahill Financial Advisors Inc.113,791$7.68M1.5%+2.4%0.028%
2/15/2023True Wealth Design LLC468$32K0.0%N/A0.000%
2/15/2023Kraft Davis & Associates LLC3,290$0.24M0.1%N/A0.001%
2/15/2023Cerity Partners LLC569,901$38.44M0.2%+394.6%0.142%
2/15/2023Vicus Capital3,641$0.25M0.0%+7.2%0.001%
2/15/2023Hantz Financial Services Inc.267,044$18.01M6.4%+4.1%0.067%
2/15/2023Select Equity Group L.P.67,863$4.58M0.0%+1,210.6%0.017%
2/15/2023Shepherd Financial Partners LLC9,269$0.63M0.1%-72.2%0.002%
2/15/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,357$97K0.0%+27.9%0.000%
2/15/2023LWS Wealth Advisors Inc.4,522$0.31M0.1%-46.6%0.001%
2/15/2023Laidlaw Wealth Management LLC4,097$0.28M0.1%N/A0.001%
2/15/2023Linscomb & Williams Inc.23,452$1.58M0.1%-12.0%0.006%
2/15/2023Money Concepts Capital Corp9,531$0.64M0.0%+2,841.7%0.002%
2/15/2023Morgan Stanley7,083,787$477.80M0.1%+0.7%1.770%
2/15/2023Mariner LLC790,121$53.29M0.2%+9.7%0.197%
2/15/2023Meridian Wealth Management LLC16,231$1.10M0.1%+1.1%0.004%
2/15/2023Equitable Holdings Inc.105,318$7.10M0.1%-1.6%0.026%
2/15/2023First Manhattan Co.1,902$0.13M0.0%-20.7%0.000%
2/15/2023Financial Freedom LLC1,510$0.10M0.1%N/A0.000%
2/15/2023Financial Partners Group Inc19,188$1.41M0.3%-7.5%0.005%
2/15/2023First Capital Advisors Group LLC.17,697$1.19M0.8%-4.1%0.004%
2/15/2023Flaharty Asset Management LLC3,425$0.23M0.0%-20.5%0.001%
2/15/2023Fort Point Capital Partners LLC9,938$0.67M0.1%N/A0.002%
2/15/2023AlphaCore Capital LLC420$28K0.0%+1,005.3%0.000%
2/15/2023Ambassador Advisors LLC1,915$0.13M0.0%+1,894.8%0.000%
2/15/2023Ancora Advisors LLC21,671$1.46M0.0%-1.3%0.005%
2/15/2023Asset Management Group Inc.40,465$2.73M0.6%+0.9%0.010%
2/15/2023Bradley Foster & Sargent Inc. CT175,043$11.81M0.3%+1.5%0.044%
2/15/2023Earnest Partners LLC64,088$4.32M0.0%+150.5%0.016%
2/15/2023Jefferies Financial Group Inc.4,752$0.32M0.0%N/A0.001%
2/15/2023ICA Group Wealth Management LLC513$35K0.0%N/A0.000%
2/14/2023Davis Investment Partners LLC2,868$0.21M0.1%N/A0.001%
2/14/2023SJA Financial Advisory LLC7,905$0.53M0.5%N/A0.002%
2/14/2023Aristotle Capital Boston LLC97,256$6.56M0.2%+74.3%0.024%
2/14/2023First Commonwealth Financial Corp PA17,864$1.21M0.4%+3.1%0.004%
2/14/2023Bristlecone Advisors LLC178,719$12.06M1.5%-1.9%0.045%
2/14/2023Heron Financial Group LLC106,664$7.19M4.8%-15.7%0.027%
2/14/2023Alerus Financial NA274,162$18.49M1.7%-5.6%0.068%
2/14/2023Cetera Advisor Networks LLC530,331$35.77M0.3%+9.1%0.132%
2/14/2023Cetera Investment Advisers128,078$8.64M0.1%-13.0%0.032%
2/14/2023Cetera Advisors LLC214,139$14.44M0.3%-5.9%0.053%
2/14/2023Knightsbridge Asset Management LLC67,872$4.58M0.9%-0.6%0.017%
2/14/2023Laurel Wealth Advisors Inc.26,877$1.81M0.2%+3.5%0.007%
2/14/2023Grey Fox Wealth Advisors LLC16,345$1.10M0.7%N/A0.004%
2/14/2023Hirtle Callaghan & Co LLC37,442$2.53M0.2%-2.0%0.009%
2/14/2023Lowe Brockenbrough & Co. Inc.18,172$1.23M0.1%+5.5%0.005%
2/14/2023Matrix Private Capital Group LLC14,974$1.01M0.7%-2.4%0.004%
2/13/2023Pathstone Family Office LLC16,145$1.21M0.0%+23.3%0.004%
2/13/2023Prio Wealth Limited Partnership7,574$0.51M0.0%N/A0.002%
(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, 1,223 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.54B), Wells Fargo & Company MN ($2.64B), Private Advisor Group LLC ($1.24B), The PNC Financial Services Group Inc. ($1.24B), US Bancorp DE ($1.18B), Jones Financial Companies Lllp ($1.14B), and PNC Financial Services Group Inc. ($1.07B).Learn more on IWR's institutional investors.

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

Of the 1,060 institutional investors that purchased iShares Russell Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($30.83M), Jones Financial Companies Lllp ($9.52M), US Bancorp DE ($4.95M), Bank of America Corp DE ($3.82M), CIBC Private Wealth Group LLC ($3.58M), Wells Fargo & Company MN ($3.35M), and Factory Mutual Insurance Co. ($2.08M).

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

Institutional investors have bought a total of 104,115,145 shares in the last 24 months. This purchase volume represents approximately $7.45B in transactions.

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

Of the 752 institutional investors that sold iShares Russell Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($5.62M), TIAA FSB ($1.82M), Aaron Wealth Advisors LLC ($1.76M), PNC Financial Services Group Inc. ($1.22M), Wells Fargo & Company MN ($0.94M), Assetmark Inc. ($0.88M), and UBS Group AG ($0.86M).

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

Institutional investors have sold a total of 30,820,466 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.

This page (NYSEARCA:IWR) was last updated on 3/29/2023 by MarketBeat.com Staff