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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$93.15 +0.14 (+0.15%)
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)
844
Total
Institutional Inflows
(last 12 months)
$4.77B
Number of
Institutional Sellers
(last 12 months)
640
Total
Institutional Outflows
(last 12 months)
$1.37B
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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
7/7/2025St. Clair Advisors LLC22,284$2.05M0.5%-4.8%0.005%
7/7/2025Accelerate Investment Advisors LLC3,003$276K0.2%N/A0.001%
7/7/2025Wesbanco Bank Inc.63,168$5.81M0.2%+5.2%0.014%
7/7/2025Salem Investment Counselors Inc.76,027$6.99M0.2%-0.4%0.017%
7/7/2025Life Line Wealth Management LLC31,980$2.94M1.0%-12.4%0.007%
7/7/2025Taylor & Morgan Wealth Management LLC115,764$10.65M7.2%+0.3%0.025%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC9,633$886K0.5%N/A0.002%
7/2/2025 Crumly & Associates Inc.21,836$2.01M0.5%N/A0.005%
7/2/2025 First Financial Bank Trust Division14,251$1.31M0.1%+34.1%0.003%
7/1/2025 Legacy Wealth Management LLC MS4,281$394K0.1%-60.5%0.001%
6/24/2025Rainier Family Wealth Inc.18,216$1.55M1.8%+24.2%0.004%
6/18/2025Voya Investment Management LLC178,051$15.15M0.0%-6.0%0.039%
5/29/2025Rhumbline Advisers16,418$1.40M0.0%+39.8%0.004%
5/28/2025Jones Financial Companies Lllp66,497,354$5.63B5.0%+6.9%14.620%
5/28/2025Intrua Financial LLC5,292$450K0.1%-19.9%0.001%
5/27/2025Advisors Capital Management LLC10,175$866K0.0%-7.8%0.002%
5/21/2025Geneos Wealth Management Inc.30,372$2.58M0.1%-0.7%0.007%
5/20/2025Fortis Capital Advisors LLC5,448$463K0.1%+3.9%0.001%
5/20/2025Belpointe Asset Management LLC21,598$1.84M0.1%+131.1%0.005%
5/20/2025Focus Partners Wealth455,955$38.79M0.1%-0.3%0.100%
5/20/2025Flaharty Asset Management LLC1,541$131K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.2,619$223K0.0%N/A0.001%
5/20/2025Glenview Trust co1,252,223$106.53M2.1%+2.5%0.274%
5/20/2025Chokshi & Queen Wealth Advisors Inc30,443$2.59M1.6%-5.8%0.007%
5/19/2025Advisory Alpha LLC4,326$368K0.0%-3.5%0.001%
5/19/2025Alaethes Wealth LLC3,818$325K0.1%+41.3%0.001%
5/19/2025SCS Capital Management LLC40,573$3.45M0.0%N/A0.009%
5/16/2025AAF Wealth Management LLC5,369$457K0.2%-18.9%0.001%
5/16/2025Ascent Group LLC13,777$1.17M0.1%+209.4%0.003%
5/16/2025Coppell Advisory Solutions LLC7,470$635K0.1%+2,163.6%0.002%
5/16/2025Great Lakes Advisors LLC23,614$2.01M0.0%-83.6%0.005%
5/16/2025Signature Estate & Investment Advisors LLC8,752$745K0.0%+2.1%0.002%
5/16/2025Ashton Thomas Private Wealth LLC145,348$12.37M0.5%+8.6%0.032%
5/16/2025Goldman Sachs Group Inc.2,608,298$221.89M0.0%+7.2%0.553%
5/16/2025Knightsbridge Asset Management LLC62,269$5.30M1.3%-3.5%0.014%
5/16/2025Jones Financial Companies Lllp66,129,912$5.60B5.1%+6.3%14.463%
5/16/2025Tolleson Wealth Management Inc.70,479$6.00M1.2%-3.9%0.015%
5/16/2025Select Equity Group L.P.11,749$999K0.0%+16.2%0.003%
5/16/2025NewEdge Advisors LLC182,529$15.53M0.1%+3.6%0.040%
5/16/2025Integrated Wealth Concepts LLC42,381$3.61M0.0%+0.5%0.009%
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5/16/2025Clark Capital Management Group Inc.11,297$961K0.0%+198.5%0.002%
5/16/2025Curi RMB Capital LLC29,290$2.49M0.1%-45.0%0.006%
5/16/2025Brandywine Trust Co.2,667$227K0.0%N/A0.001%
5/16/2025Banque Transatlantique SA850$67K0.0%N/A0.000%
5/16/2025Ancora Advisors LLC20,841$1.77M0.0%-3.5%0.005%
5/15/2025Paragon Private Wealth Management LLC79,226$6.74M3.1%+22.3%0.017%
5/15/2025EP Wealth Advisors LLC38,202$3.25M0.0%+9.4%0.008%
5/15/2025First Manhattan CO. LLC.4,588$390K0.0%+9.5%0.001%
5/15/2025Focus Partners Advisor Solutions LLC11,568$984K0.0%+41.4%0.003%
5/15/2025First Financial Bankshares Inc8,488$722K0.0%-23.2%0.002%
5/15/2025Flputnam Investment Management Co.18,123$1.54M0.0%-3.8%0.004%
5/15/2025Royal Bank of Canada2,035,499$173.16M0.0%-11.0%0.445%
5/15/2025Betterment LLC4,858$413K0.0%+19.5%0.001%
5/15/2025MAI Capital Management379,580$32.29M0.2%+0.6%0.083%
5/15/2025Brasada Capital Management LP11,148$948K0.2%-2.1%0.002%
5/15/2025Baird Financial Group Inc.8,218,663$699.16M1.3%+1.8%1.797%
5/15/2025Vident Advisory LLC2,465$210K0.0%-55.8%0.001%
5/15/2025Okabena Investment Services Inc.12,112$1.03M0.3%+1.1%0.003%
5/15/2025Beck Bode LLC8,936$760K0.1%-18.8%0.002%
5/15/2025Earnest Partners LLC36,251$3.08M0.0%-55.4%0.008%
5/14/2025Truvestments Capital LLC1,938$165K0.0%+57.9%0.000%
5/14/2025CreativeOne Wealth LLC10,793$918K0.0%+5.4%0.002%
5/14/2025Ieq Capital LLC84,448$7.18M0.1%+10.2%0.018%
5/14/2025Samalin Investment Counsel LLC36,773$3.13M1.3%+13.8%0.008%
5/14/2025Full Sail Capital LLC80,855$6.88M0.4%-2.5%0.018%
5/14/2025Kayne Anderson Rudnick Investment Management LLC352,385$29.97M0.1%-16.0%0.077%
5/14/2025Comerica Bank544,935$46.36M0.2%+4.0%0.119%
5/14/2025Synovus Financial Corp1,111,779$94.58M1.2%+7.2%0.243%
5/14/2025Oliver Luxxe Assets LLC24,458$2.08M0.4%-1.0%0.005%
5/14/2025Northwestern Mutual Wealth Management Co.1,052,487$89.54M0.1%+3.5%0.230%
5/14/2025Haverford Trust Co95,708$8.14M0.1%-3.7%0.021%
5/14/2025Leslie Global Wealth LLC10,449$889K0.4%+5.7%0.002%
5/14/2025Kestra Advisory Services LLC231,754$19.72M0.1%+19.9%0.051%
5/14/2025Compound Planning Inc.15,028$1.28M0.1%+49.8%0.003%
5/14/2025Monetary Management Group Inc.13,055$1.11M0.3%-6.8%0.003%
5/14/2025Hobbs Group Advisors LLC2,410$205K0.1%N/A0.001%
5/14/2025Ameriprise Financial Inc.3,392,419$296.96M0.1%-18.3%0.742%
5/14/2025Guidance Point Advisors LLC3,887$331K0.1%-11.1%0.001%
5/14/2025CW Advisors LLC33,243$2.83M0.0%+237.4%0.007%
5/14/2025Summit Financial LLC3,334$284K0.0%N/A0.001%
5/14/2025Partners Capital Investment Group LLP31,682$2.70M0.0%N/A0.007%
5/14/2025PGIM Custom Harvest LLC4,298$366K0.0%-13.6%0.001%
5/14/2025TFB Advisors LLC34,773$2.96M0.9%+6.9%0.008%
5/14/2025Dorsey & Whitney Trust CO LLC51,526$4.38M0.3%-2.0%0.011%
5/14/2025GM Advisory Group LLC14,006$1.19M0.1%+2.2%0.003%
5/14/2025Capital Analysts LLC6,926$589K0.0%+76.6%0.002%
5/14/2025Level Four Advisory Services LLC57,332$4.88M0.2%-1.1%0.013%
5/14/2025Vertex Planning Partners LLC9,412$801K0.2%+35.3%0.002%
5/14/2025Heritage Financial Services LLC3,015$256K0.0%+25.8%0.001%
5/14/2025Venture Visionary Partners LLC22,752$1.94M0.1%-51.4%0.005%
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5/14/2025Texas Capital Bancshares Inc TX82,962$7.06M3.0%-5.2%0.018%
5/14/2025Texas Capital Bank Wealth Management Services Inc289,884$24.66M2.5%-18.3%0.063%
5/14/2025Colonial Trust Advisors4,731$402K0.0%-10.7%0.001%
5/14/2025M Holdings Securities Inc.11,994$1.02M0.2%+19.2%0.003%
5/14/2025RWA Wealth Partners LLC83,262$7.08M0.1%-1.6%0.018%
5/13/2025Northern Trust Corp9,371,071$797.20M0.1%+0.8%2.049%
5/13/2025Brooklyn Investment Group1,580$134K0.0%N/A0.000%
5/13/2025Freestone Capital Holdings LLC5,114$435K0.0%+2.8%0.001%
5/13/2025Steward Partners Investment Advisory LLC480,495$40.88M0.4%+4.9%0.105%
5/13/2025Knuff & Co LLC16,633$1.42M0.5%+15.0%0.004%
(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, 1,429 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($5.63B), Wells Fargo & Company MN ($3.02B), US Bancorp DE ($1.64B), PNC Financial Services Group Inc. ($1.12B), Northern Trust Corp ($797.20M), Baird Financial Group Inc. ($699.16M), and Bank of New York Mellon Corp ($682.12M).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 1,169 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 ($28.12M), TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($4.11M), US Bancorp DE ($2.89M), Raymond James Financial Inc. ($2.69M), Natixis Advisors LLC ($2.32M), and GAMMA Investing LLC ($2.21M).

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

Institutional investors have bought a total of 55,048,152 shares in the last 24 months. This purchase volume represents approximately $4.78B in transactions.

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

Of the 641 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 ($2.34M), Natixis Advisors LLC ($824.20K), Ameriprise Financial Inc. ($759.94K), Bank of New York Mellon Corp ($702.91K), TIAA Trust National Association ($690.04K), Gilbert & Cook Inc. ($578.68K), and PNC Financial Services Group Inc. ($562.41K).

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

Institutional investors have sold a total of 15,854,223 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.


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This page (NYSEARCA:IWR) was last updated on 7/8/2025 by MarketBeat.com Staff
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