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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$112.14 +1.12 (+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)
802
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
587
Total
Institutional Outflows
(last 12 months)
$932.28M
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group3,371$372K0.0%N/A0.001%
9/2/2026 Range Advisory LLC2,244$248K0.0%N/A0.000%
8/27/2026 Corient Private Wealth LP537,202$59.26M0.1%+10.0%0.106%
8/27/2026 Tucker Asset Management LLC358$39K0.0%+234.6%0.000%
8/26/2026 HORAN Wealth LLC21,020$2.32M0.3%-50.2%0.004%
8/26/2026 Wellington Grp LLC574$63K0.0%N/A0.000%
8/25/2026 Kirkwood Financial Services4,636$511K0.1%N/A0.001%
8/25/2026 Tobias Financial Advisors Inc.3,722$411K0.0%-6.2%0.001%
8/23/2026 Ameritas Advisory Services LLC44,158$4.87M0.1%+29.1%0.009%
8/23/2026 Wedmont Private Capital13,043$1.44M0.0%+40.6%0.003%
8/23/2026 Endeavor Private Wealth Inc.6,668$736K0.2%-8.6%0.001%
8/23/2026 Operose Advisors LLC10,769$1.19M0.2%+1.9%0.002%
8/23/2026 HB Wealth Management LLC47,181$5.21M0.0%+4.3%0.009%
8/23/2026 Nilsine Partners LLC5,635$622K0.0%+11.8%0.001%
8/23/2026 Nvest Financial LLC24,086$2.66M0.8%+9.8%0.005%
8/23/2026 Asset Allocation Strategies LLC15,409$1.70M0.3%-6.1%0.003%
8/23/2026 Angeles Wealth Management LLC13,023$1.44M0.1%+64.0%0.003%
8/23/2026 Unique Wealth LLC174,962$19.30M2.2%+0.4%0.034%
8/23/2026 Chokshi & Queen Wealth Advisors Inc26,257$2.90M1.3%-0.8%0.005%
8/22/2026 Noble Wealth Partners LLC15,342$1.69M1.5%N/A0.003%
8/22/2026 Rose Capital Advisors LLC20,361$2.25M1.1%N/A0.004%
8/22/2026 Compass Financial Management LLC629$69K0.0%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC2,407$265K0.2%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC14,882$1.64M0.6%N/A0.003%
8/22/2026 Old Mission Investment Co LLC3,350$370K0.1%N/A0.001%
8/22/2026 Montgomery Financial Services LLC15,137$1.67M1.5%N/A0.003%
8/22/2026 Highland Investment Advisors LLC2,604$287K0.1%N/A0.001%
8/22/2026 Shum Financial Group Inc.2,090$231K0.1%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC2,862$315K0.1%N/A0.001%
8/22/2026 NWF Advisory Services Inc.1,896$209K0.0%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.25,909$2.86M0.0%+3.9%0.005%
8/22/2026 Concurrent Investment Advisors LLC299,390$33.03M0.3%+29.8%0.059%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC5,661$624K0.1%-4.4%0.001%
8/21/2026 Alley Investment Management Company LLC22,725$2.51M0.3%-2.9%0.004%
8/21/2026 Beacon Capital Management LLC3,564$393K0.1%+9.7%0.001%
8/21/2026 Continuum Advisory LLC30,429$3.36M0.3%+3.6%0.006%
8/21/2026 Robbins Farley2,608$288K0.1%N/A0.001%
8/21/2026 Sunburst Financial Group LLC60,663$6.69M1.1%-1.0%0.012%
8/21/2026 XML Financial LLC233,838$25.80M1.9%-1.6%0.046%
8/21/2026 Chesapeake Wealth Management70,111$7.74M2.2%+1.3%0.014%
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8/21/2026 Independence Bank of Kentucky85,740$9.46M1.1%-4.0%0.017%
8/21/2026 Bedel Financial Consulting Inc.44,786$4.94M0.5%+4.4%0.009%
8/21/2026 Triumph Capital Management43,905$4.84M0.9%-26.8%0.009%
8/20/2026 Rehmann Capital Advisory Group8,948$987K0.0%+6.7%0.002%
8/20/2026 Orgel Wealth Management LLC13,639$1.51M0.0%-4.4%0.003%
8/20/2026 Cullinan Associates Inc.2,000$221K0.0%N/A0.000%
8/20/2026 Greenleaf Trust37,980$4.59M0.0%+19.4%0.007%
8/18/2026 Public Employees Retirement System of Ohio13,807$1.52M0.0%N/A0.003%
8/15/2026 First Bancorp Inc ME7,386$815K0.3%N/A0.001%
8/6/2026 S&CO Inc.8,344$920K0.1%N/A0.002%
7/10/2026 Lee Kelleher & Klein Wealth Management24,077$2.66M1.4%-8.9%0.005%
7/10/2026 Investors Research Corp12,640$1.39M0.3%-28.7%0.002%
7/10/2026 Whitener Capital Management Inc.9,199$1.02M0.2%+120.5%0.002%
7/10/2026 Heck Capital Advisors LLC127,185$14.03M0.8%+1.6%0.025%
7/10/2026 Taylor & Morgan Wealth Management LLC136,353$15.04M7.4%+6.7%0.026%
7/10/2026 JFS Wealth Advisors LLC26,268$2.90M0.1%-0.4%0.005%
7/10/2026 Dagco Inc.23,862$2.63M0.5%-0.7%0.005%
7/10/2026 William Mack & Associates Inc.4,957$547K0.2%-2.7%0.001%
7/10/2026 Fiduciary Financial Group LLC4,048$447K0.1%N/A0.001%
7/10/2026 City Holding Co.65,503$7.23M0.8%-3.7%0.013%
7/10/2026 Charles Schwab Trust Co4,355$480K0.0%+16.3%0.001%
7/10/2026 Perkins Coie Trust Co4,930$544K0.1%+88.9%0.001%
7/10/2026 Fulton Bank N.A.80,984$8.93M0.3%-4.2%0.016%
7/10/2026 Wealthcare Advisory Partners LLC4,262$470K0.0%-84.4%0.001%
7/9/2026 CPA Asset Management Group LLC3,598$397K0.1%-4.8%0.001%
7/9/2026 Financial Advisory Corp2,023$223K0.0%-5.5%0.000%
7/9/2026 Baron Financial Group LLC79,767$8.80M4.2%+17.2%0.015%
7/9/2026 Atlas Brown Inc.14,399$1.59M0.4%-1.9%0.003%
7/9/2026 Focus Financial Network Inc.217,178$23.96M0.7%-2.1%0.042%
7/9/2026 Corepath Wealth Partners LLC22,166$2.42M1.5%+4.4%0.004%
7/9/2026 Roan Capital Partners7,130$787K0.7%-39.7%0.001%
7/9/2026 Sax Wealth Advisors LLC4,139$457K0.0%-8.5%0.001%
7/9/2026 Oliver Luxxe Assets LLC21,281$2.35M0.3%-2.5%0.004%
7/9/2026 Sunburst Financial Group LLC60,663$6.69M1.1%-1.0%0.012%
7/9/2026 Affinity Capital Advisors LLC3,738$413K0.1%-3.0%0.001%
7/9/2026 Valeo Financial Advisors LLC267,207$29.48M0.6%+8.3%0.052%
7/9/2026 Crumly & Associates Inc.16,792$1.85M0.4%-4.4%0.003%
7/8/2026 Trust Point Inc.90,979$10.04M0.9%+0.2%0.018%
7/8/2026 First 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%
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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%


IWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,559 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 1,297 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 31,404,506 shares in the last 24 months. This purchase volume represents approximately $3.03B in transactions.

Of the 587 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 9,652,166 shares in the last 24 months. This volume of shares sold represents approximately $932.28M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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