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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$105.06 +1.05 (+1.01%)
As of 04:10 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)
943
Total
Institutional Inflows
(last 12 months)
$4.47B
Number of
Institutional Sellers
(last 12 months)
701
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
5/5/2026Wealthfront Advisers LLC28,337$2.76M0.0%+23.1%0.006%
5/5/2026D.A. Davidson & CO.320,907$31.20M0.2%-0.9%0.064%
5/5/2026RFG Bristol Wealth Advisors LLC30,379$2.95M0.8%+90.0%0.006%
5/5/2026Bank of New York Mellon Corp10,727,281$1.04B0.2%-0.5%2.133%
5/5/2026Nolet Wealth Management LLC4,910$477K0.3%-5.3%0.001%
5/5/2026IMC Chicago LLC5,960$579K0.0%N/A0.001%
5/5/2026Geneos Wealth Management Inc.32,141$3.13M0.1%-0.6%0.006%
5/5/2026NFSG Corp280$27K0.0%+93.1%0.000%
5/5/2026SouthState Bank Corp35,801$3.48M0.2%-2.7%0.007%
5/5/2026Sanctuary Advisors LLC246,336$23.95M0.1%-1.0%0.049%
5/5/2026 Sigma Planning Corp33,304$3.24M0.1%+4.0%0.007%
5/5/2026 Conservest Capital Advisors Inc.51,421$5M0.5%-8.3%0.010%
5/5/2026 1ST Source Bank22,717$2.21M0.1%+5.9%0.005%
5/5/2026 Checchi Capital Advisers LLC2,390$232K0.0%-46.1%0.000%
5/5/2026 Nwam LLC5,854$569K0.0%-42.4%0.001%
5/5/2026 Avantax Planning Partners Inc.2,883$280K0.0%-11.3%0.001%
5/4/2026 Calamos Wealth Management LLC14,105$1.37M0.0%-5.8%0.003%
5/4/2026 Calamos Advisors LLC14,105$1.37M0.0%N/A0.003%
5/4/2026 AMG National Trust Bank3,889,097$378.14M8.2%+2.0%0.773%
5/4/2026 Retirement Planning Group LLC10,676$1.04M0.0%+27.4%0.002%
5/4/2026 Bryn Mawr Trust Advisors LLC58,289$5.67M0.3%+38.6%0.012%
5/4/2026 Nadler Financial Group Inc.69,782$6.79M0.7%-3.2%0.014%
5/4/2026 Principal Financial Group Inc.203,641$19.80M0.0%-55.7%0.040%
5/4/2026 Bedel Financial Consulting Inc.42,895$4.17M0.5%+6.7%0.009%
5/4/2026 Chicago Partners Investment Group LLC65,290$6.78M0.1%+1.2%0.013%
5/4/2026 IFC Advisors LLC61,198$5.95M0.9%-15.3%0.012%
5/4/2026 Uptick Partners LLC6,837$665K0.1%-3.7%0.001%
5/4/2026 Procyon Advisors LLC32,210$3.13M0.0%+4.5%0.006%
5/2/2026 Citizens Business Bank650,511$63.25M10.5%-0.6%0.129%
5/2/2026 Global Assets Advisory LLC631$61K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC7,659$750K0.0%-16.2%0.002%
5/2/2026 Anchor Investment Management LLC292$28K0.0%-29.6%0.000%
5/2/2026 Associated Banc Corp6,398$622K0.0%+50.4%0.001%
5/2/2026 Financial Alternatives Inc2,829$275K0.1%-25.8%0.001%
5/2/2026 Diversify Wealth Management LLC28,359$2.91M0.1%N/A0.006%
5/2/2026 Valmark Advisers Inc.29,732$2.89M0.0%+8.9%0.006%
5/2/2026 UNIVEST FINANCIAL Corp7,332$713K0.0%-28.2%0.001%
5/1/2026 Welch & Forbes LLC22,435$2.18M0.0%-0.5%0.004%
5/1/2026 Ferguson Wellman Capital Management Inc.2,291$223K0.0%N/A0.000%
5/1/2026 Citizens Financial Group Inc. RI75,282$7.32M0.1%-4.2%0.015%
5/1/2026 Midwest Trust Co102,419$9.96M0.1%+26.4%0.020%
5/1/2026 Fifth Third Bancorp2,547,979$247.74M0.5%+25.7%0.507%
5/1/2026 Rossmore Private Capital89,126$8.67M0.8%-0.6%0.018%
5/1/2026 Summit Financial Strategies Inc.31,155$3.03M0.2%-0.5%0.006%
5/1/2026 WealthShield Partners LLC4,279$416K0.0%-55.7%0.001%
5/1/2026 Darwin Wealth Management LLC2,128$207K0.1%+65.5%0.000%
5/1/2026 Simplicity Wealth LLC14,458$1.41M0.1%-1.2%0.003%
5/1/2026 Independence Bank of Kentucky89,296$8.68M1.1%+1.8%0.018%
5/1/2026 Fulcrum Capital LLC16,200$1.58M0.3%-3.9%0.003%
5/1/2026 Walled Lake Planning & Wealth Management LLC6,896$671K0.2%-11.0%0.001%
5/1/2026 Paladin Advisory Group LLC2,061$200K0.2%-56.5%0.000%
4/30/2026 Hsbc Holdings PLC28,749$2.80M0.0%-4.1%0.006%
4/30/2026 Sonata Capital Group Inc.167,673$16.30M6.0%-5.8%0.033%
4/30/2026 Waterfront Wealth Inc.3,711$361K0.1%-4.5%0.001%
4/30/2026 First Horizon Corp106,056$10.31M0.4%-1.6%0.021%
4/30/2026 Kestra Advisory Services LLC312,220$30.36M0.1%+23.2%0.062%
4/30/2026 Beam Wealth Advisors Inc.77,300$7.52M1.9%+5.4%0.015%
4/30/2026 Personal CFO Solutions LLC2,217$216K0.0%-24.1%0.000%
4/30/2026 Cahaba Wealth Management Inc.56,297$5.47M0.4%-2.9%0.011%
4/29/2026 Cvfg LLC7,714$750K0.1%+23.8%0.002%
4/29/2026 American Wealth Advisors LLC9,800$953K1.0%+1.9%0.002%
4/29/2026 Saxon Interests Inc.23,349$2.27M0.8%+18.4%0.005%
4/29/2026 Montag A & Associates Inc.14,131$1.37M0.1%+3.7%0.003%
4/29/2026 Armor Investment Advisors LLC2,040$198K0.1%-5.6%0.000%
4/29/2026 Northwest Wealth Advisors LLC38,872$3.78M2.7%+13.2%0.008%
4/29/2026 Burney Co.3,426$333K0.0%-21.5%0.001%
4/29/2026 Integrated Advisors Network LLC63,482$6.17M0.3%-3.4%0.013%
4/29/2026 Hapanowicz & Associates Financial Services Inc14,769$1.44M0.6%-2.5%0.003%
4/29/2026 Shelton Wealth Management LLC95,760$9.31M4.1%+21.5%0.019%
4/29/2026 Kiley Juergens Wealth Management LLC3,606$351K0.1%N/A0.001%
4/28/2026 Nvest Financial LLC21,936$2.13M0.8%+3.5%0.004%
4/28/2026 Appleton Partners Inc. MA22,050$2.14M0.1%-0.5%0.004%
4/28/2026 Whittier Trust Co. of Nevada Inc.211,289$20.87M0.4%+4.2%0.042%
4/28/2026 Whittier Trust Co.182,218$17.99M0.2%-0.7%0.036%
4/28/2026 Indiana Trust & Investment Management Co24,615$2.39M0.7%-2.6%0.005%
4/28/2026 Ascentis Independent Advisors16,596$1.61M0.1%+122.0%0.003%
4/28/2026 Stephens Inc. AR419,131$40.75M0.5%-1.4%0.083%
4/28/2026 LVZ Inc.2,500$243K0.0%-29.9%0.000%
4/28/2026 GM Advisory Group LLC3,437$334K0.0%-76.0%0.001%
4/28/2026 NBT Bank N A NY10,670$1.04M0.1%+1.6%0.002%
4/28/2026 St. Johns Investment Management Company LLC57,743$5.61M2.4%-2.4%0.012%
4/28/2026 Paller Financial Services Inc23,015$2.24M1.9%+337.4%0.005%
4/28/2026 Forte Asset Management LLC72,182$7.02M3.1%+0.5%0.014%
4/28/2026 Whitegate Investment Counselors Inc.48,589$4.72M1.5%-2.4%0.010%
4/28/2026 Nixon Peabody Trust Co.2,544$247K0.0%-3.8%0.001%
4/28/2026 Tanglewood Legacy Advisors LLC91,595$8.91M3.2%+0.6%0.018%
4/28/2026 Meramec Financial Planners LLC3,948$413K0.2%-24.5%0.001%
4/28/2026 QRG Capital Management Inc.4,963$483K0.0%-39.3%0.001%
4/27/2026 TCI Wealth Advisors Inc.5,153$501K0.0%-2.3%0.001%
4/27/2026 Arcadia Wealth Management LLC3,302$321K0.1%+50.3%0.001%
4/27/2026 Integrity Wealth Partners LLC3,500$340K0.3%N/A0.001%
4/27/2026 HB Wealth Management LLC45,218$4.40M0.0%+2.1%0.009%
4/27/2026 Moran Wealth Management LLC2,952$287K0.0%N/A0.001%
4/27/2026 PFG Investments LLC15,550$1.51M0.1%-14.5%0.003%
4/27/2026 Kelman Lazarov Inc.7,283$708K0.1%-21.4%0.001%
4/27/2026 Baer Investment Advisory LLC4,446$432K0.1%N/A0.001%
4/27/2026 World Investment Advisors34,084$3.31M0.1%-1.7%0.007%
4/27/2026 Lodestar Private Asset Management LLC93,263$9.07M0.9%-2.7%0.019%
4/27/2026 Turtle Creek Wealth Advisors LLC50,162$4.88M0.4%-14.5%0.010%
4/27/2026 Private Advisor Group LLC164,535$16.00M0.1%-2.6%0.033%


IWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWR shares?

During the previous two years, 1,558 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.

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 1,308 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).

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

Institutional investors have bought a total of 48,118,079 shares in the last 24 months. This purchase volume represents approximately $4.47B in transactions.

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

Of the 699 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), Ameriprise Financial Inc. ($1.15M), TIAA Trust National Association ($998.84K), PNC Financial Services Group Inc. ($938.77K), Corient Private Wealth LLC ($925.02K), and Mesirow Financial Investment Management Inc. ($814.78K).

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

Institutional investors have sold a total of 24,142,730 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions.


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This page (NYSEARCA:IWR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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