iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

$84.17

+1.11 (+1.34%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 686
Total Institutional Inflows (last 12 months): $2.78B

Number of Institutional Sellers (last 12 months): 551
Total Institutional Outflows (last 12 months): $1.80B

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IWR Institutional Buying and Selling by Quarter

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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
7/26/2024	Beacon Financial Advisory LLC	9,764	$792K	0.3%	+49.7%	0.002%
7/26/2024	Detalus Advisors LLC	3,663	$297K	0.1%	+9.0%	0.001%
7/26/2024	1900 Wealth Management LLC	24,207	$1.96M	0.2%	+15.3%	0.006%
7/26/2024	Members Advisory Group LLC	21,616	$1.75M	1.0%	+616.7%	0.005%
7/26/2024	BLB&B Advisors LLC	8,324	$675K	0.0%	-1.8%	0.002%
7/26/2024	Conning Inc.	143,035	$11.60M	0.4%	-7.8%	0.035%
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7/26/2024	West Bancorporation Inc.	109,109	$8.85M	6.5%	-5.8%	0.026%
7/26/2024	ABLE Financial Group LLC	96,273	$7.81M	2.8%	+6.1%	0.023%
7/26/2024	Richardson Capital Management LLC	6,005	$487K	0.4%	-4.1%	0.001%
7/26/2024	Hapanowicz & Associates Financial Services Inc	22,651	$1.84M	1.0%	+1.9%	0.005%
7/26/2024	Evensky & Katz LLC	25,519	$2.07M	0.1%	-1.8%	0.006%
7/26/2024	Cambridge Investment Research Advisors Inc.	491,410	$39.84M	0.1%	+2.2%	0.119%
7/26/2024	Saxony Capital Management LLC	10,364	$840K	0.9%	-24.2%	0.003%
7/26/2024	Signature Estate & Investment Advisors LLC	8,555	$694K	0.0%	+33.3%	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	28,708	$2.33M	0.0%	+34,909.8%	0.007%
7/26/2024	Trust Co. of Virginia VA	66,925	$5.43M	0.5%	+2.9%	0.016%
7/26/2024	First Command Advisory Services Inc.	619	$50K	0.0%	+69.1%	0.000%
7/26/2024	Callan Family Office LLC	161,610	$13.10M	2.5%	+1.5%	0.039%
7/26/2024	St. Johns Investment Management Company LLC	48,647	$3.94M	1.9%	-1.3%	0.012%
7/26/2024	SlateStone Wealth LLC	15,182	$1.23M	0.1%	-6.2%	0.004%
7/26/2024	Bailard Inc.	139,001	$11.27M	0.3%	+1.0%	0.034%
7/26/2024	Verdence Capital Advisors LLC	75,732	$6.14M	0.5%	+0.4%	0.018%
7/26/2024	Bank of New York Mellon Corp	7,360,828	$596.82M	0.1%	-7.5%	1.782%
7/26/2024	Catalyst Financial Partners LLC	22,911	$1.86M	0.4%	+23.0%	0.006%
7/26/2024	Bristlecone Advisors LLC	175,064	$14.19M	1.2%	+0.1%	0.042%
7/26/2024	TFG Advisers LLC	3,017	$245K	0.1%	-4.5%	0.001%
7/25/2024	Catalyst Capital Advisors LLC	733,306	$59.46M	1.4%	+5.1%	0.178%
7/25/2024	New Millennium Group LLC	512	$42K	0.0%	N/A	0.000%
7/25/2024	Cypress Capital Group	25,109	$2.04M	0.2%	-3.0%	0.006%
7/25/2024	Raymond James Trust N.A.	112,234	$9.10M	0.2%	-5.5%	0.027%
7/25/2024	Wedgewood Investors Inc. PA	4,314	$350K	0.4%	N/A	0.001%
7/25/2024	Highland Capital Management LLC	35,774	$2.90M	0.2%	-2.8%	0.009%
7/25/2024	AMG National Trust Bank	3,846,913	$311.91M	8.4%	+2.0%	0.931%
7/25/2024	Sigma Investment Counselors Inc.	268,605	$21.78M	1.1%	-1.0%	0.065%
7/25/2024	Independence Bank of Kentucky	79,072	$6.41M	1.7%	+14.4%	0.019%
7/25/2024	Wooster Corthell Wealth Management Inc.	14,654	$1.19M	0.3%	-2.1%	0.004%
7/25/2024	Destiny Wealth Partners LLC	6,343	$514K	0.1%	+45.1%	0.002%
7/25/2024	Tranquility Partners LLC	6,492	$526K	0.2%	+6.8%	0.002%
7/25/2024	Kanawha Capital Management LLC	6,882	$558K	0.0%	+2.9%	0.002%
7/25/2024	First Merchants Corp	83,790	$6.79M	0.3%	-5.9%	0.020%
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7/25/2024	Atlantic Union Bankshares Corp	934,014	$75.73M	4.7%	+0.7%	0.226%
7/24/2024	Argent Capital Management LLC	2,610	$212K	0.0%	N/A	0.001%
7/24/2024	Advisory Resource Group	6,178	$501K	0.1%	+3.8%	0.001%
7/24/2024	Paladin Advisory Group LLC	337	$27K	0.0%	N/A	0.000%
7/24/2024	Strategic Financial Partners Ltd.	150,900	$12.24M	6.7%	-8.4%	0.037%
7/24/2024	Cornerstone Wealth Group LLC	77,183	$6.26M	0.6%	+2.0%	0.019%
7/24/2024	DT Investment Partners LLC	41,962	$3.40M	0.3%	-1.3%	0.010%
7/24/2024	&PARTNERS	34,002	$2.76M	0.1%	+462.0%	0.008%
7/24/2024	Cultivar Capital Inc.	500	$41K	0.0%	N/A	0.000%
7/23/2024	Geneos Wealth Management Inc.	30,008	$2.43M	0.1%	-7.3%	0.007%
7/23/2024	Atlas Brown Inc.	16,941	$1.37M	0.5%	+9.8%	0.004%
7/23/2024	Proffitt & Goodson Inc.	124,575	$10.10M	1.8%	-1.7%	0.030%
7/23/2024	American National Bank	9,806	$795K	0.1%	+6.9%	0.002%
7/23/2024	Concourse Financial Group Securities Inc.	1,515	$123K	0.0%	+34.0%	0.000%
7/23/2024	RMR Wealth Builders	15,658	$1.27M	0.1%	-8.6%	0.004%
7/23/2024	Stegner Investment Associates Inc.	341,515	$27.69M	19.9%	-1.7%	0.083%
7/23/2024	Macroview Investment Management LLC	5,541	$449K	0.5%	+68.6%	0.001%
7/23/2024	TFC Financial Management Inc.	6,000	$486K	0.1%	-4.0%	0.001%
7/23/2024	Shelton Wealth Management LLC	78,917	$6.40M	3.6%	-10.8%	0.019%
7/23/2024	Fifth Third Wealth Advisors LLC	135,108	$10.96M	0.8%	+21.0%	0.033%
7/23/2024	XML Financial LLC	272,395	$22.09M	2.2%	-1.0%	0.066%
7/22/2024	Atria Wealth Solutions Inc.	69,494	$5.64M	0.1%	+0.7%	0.017%
7/22/2024	Aaron Wealth Advisors LLC	3,310	$268K	0.0%	-21.6%	0.001%
7/22/2024	Centennial Wealth Advisory LLC	34,978	$2.84M	1.2%	+7.9%	0.008%
7/22/2024	Fox Financial Inc	133,719	$10.84M	10.0%	-0.2%	0.032%
7/22/2024	Fifth Third Bancorp	2,253,257	$182.69M	0.7%	-1.6%	0.545%
7/22/2024	Nadler Financial Group Inc.	67,018	$5.43M	0.6%	+4.3%	0.016%
7/22/2024	Enzi Wealth	2,795	$226K	0.1%	-21.4%	0.001%
7/22/2024	Focus Financial Network Inc.	246,472	$20.84M	0.9%	+2.1%	0.060%
7/22/2024	Hobbs Group Advisors LLC	1,585	$129K	0.0%	N/A	0.000%
7/22/2024	Sanibel Captiva Trust Company Inc.	6,984	$566K	0.0%	-2.6%	0.002%
7/22/2024	SeaCrest Wealth Management LLC	2,995	$243K	0.0%	N/A	0.001%
7/22/2024	Sunpointe LLC	4,148	$336K	0.2%	N/A	0.001%
7/22/2024	Pallas Capital Advisors LLC	19,415	$1.63M	0.1%	-2.6%	0.005%
7/22/2024	Dakota Wealth Management	440,007	$35.68M	0.8%	+2.8%	0.107%
7/20/2024	First Citizens Bank & Trust Co.	174,567	$14.15M	0.2%	-2.7%	0.042%
7/20/2024	First Horizon Advisors Inc.	118,402	$9.60M	0.3%	+1.1%	0.029%
7/20/2024	Kavar Capital Partners Group LLC	3,850	$312K	0.1%	+4.4%	0.001%
7/20/2024	Continuum Advisory LLC	12,507	$1.01M	0.1%	-1.2%	0.003%
7/20/2024	Raymond James Financial Services Advisors Inc.	1,145,964	$92.92M	0.1%	+22.8%	0.277%
7/20/2024	Apollon Wealth Management LLC	22,215	$1.80M	0.1%	-7.9%	0.005%
7/19/2024	Nvest Financial LLC	39,518	$3.20M	2.0%	+4.3%	0.010%
7/19/2024	MONECO Advisors LLC	14,544	$1.18M	0.2%	-3.8%	0.004%
7/19/2024	Western Wealth Management LLC	6,309	$512K	0.0%	-5.7%	0.002%
7/19/2024	Chesley Taft & Associates LLC	26,335	$2.14M	0.1%	-1.3%	0.006%
7/19/2024	Chapin Davis Inc.	33,605	$2.73M	0.9%	-2.7%	0.008%
7/19/2024	Financial Partners Group Inc	17,549	$1.42M	0.2%	-3.9%	0.004%
7/19/2024	WestHill Financial Advisors Inc.	15,642	$1.27M	0.3%	-2.0%	0.004%
7/19/2024	Raymond James & Associates	1,417,960	$114.97M	0.1%	-1.2%	0.343%
7/19/2024	Summit Financial Strategies Inc.	28,358	$2.30M	0.3%	-1.0%	0.007%
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7/19/2024	MBL Wealth LLC	18,959	$1.54M	0.2%	-2.7%	0.005%
7/19/2024	ARS Wealth Advisors Group LLC	3,494	$283K	0.0%	-15.0%	0.001%
7/19/2024	Oakworth Capital Inc.	1,079,697	$87.54M	6.4%	-0.7%	0.261%
7/19/2024	Meridian Financial Partners LLC	22,975	$1.93M	1.2%	N/A	0.006%
7/19/2024	Hoxton Planning & Management LLC	74,296	$6.02M	2.8%	+1.0%	0.018%
7/19/2024	Unique Wealth LLC	81,472	$6.61M	1.7%	+13.1%	0.020%
7/19/2024	CFM Wealth Partners LLC	67,211	$5.45M	1.0%	+14.7%	0.016%
7/18/2024	Saxon Interests Inc.	19,328	$1.57M	0.7%	+11.0%	0.005%
7/18/2024	Gradient Investments LLC	12,414	$1.01M	0.0%	+358.6%	0.003%
7/18/2024	Center for Financial Planning Inc.	8,233	$668K	0.1%	-2.4%	0.002%

(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, 1,258 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.01B), Wells Fargo & Company MN ($2.69B), US Bancorp DE ($1.77B), Jones Financial Companies Lllp ($1.59B), PNC Financial Services Group Inc. ($1.03B), Advisor Resource Council ($912.80M), and Northern Trust Corp ($706.85M).Learn more on IWR's institutional investors.
Which institutional investors have been buying iShares Russell Mid-Cap ETF stock?: Of the 1,041 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: Jones Financial Companies Lllp ($6.36M), TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($4.00M), CIBC Private Wealth Group LLC ($3.22M), Factory Mutual Insurance Co. ($2.65M), US Bancorp DE ($2.56M), and Wells Fargo & Company MN ($2.39M).
How much institutional buying is happening at iShares Russell Mid-Cap ETF?: Institutional investors have bought a total of 69,129,244 shares in the last 24 months. This purchase volume represents approximately $4.86B in transactions.

Which iShares Russell Mid-Cap ETF major shareholders have been selling company stock?: Of the 781 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: Envestnet Asset Management Inc. ($4.26M), Bank of America Corp DE ($2.68M), Factory Mutual Insurance Co. ($2.38M), Baird Financial Group Inc. ($1.40M), PNC Financial Services Group Inc. ($1.21M), Bank of New York Mellon Corp ($1.16M), and Catalyst Capital Advisors LLC ($943.72K).
How much institutional selling is happening at iShares Russell Mid-Cap ETF?: Institutional investors have sold a total of 39,899,231 shares in the last 24 months. This volume of shares sold represents approximately $2.87B in transactions.