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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$105.92 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
914
Total
Institutional Inflows
(last 12 months)
$3.86B
Number of
Institutional Sellers
(last 12 months)
679
Total
Institutional Outflows
(last 12 months)
$2.16B
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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
5/22/2026 Segall Bryant & Hamill LLC11,747$1.14M0.0%-27.0%0.002%
5/20/2026 Hobbs Group Advisors LLC2,712$264K0.1%-3.8%0.001%
5/20/2026 SOA Wealth Advisors LLC.30,000$2.92M0.3%+2.1%0.006%
5/19/2026 Front Row Advisors LLC2,844$277K0.1%+5.6%0.001%
5/19/2026 Western Wealth Management LLC10,866$1.06M0.0%-3.1%0.002%
5/19/2026 Paragon Private Wealth Management LLC86,799$8.44M2.6%+3.0%0.017%
5/19/2026 Bank of America Corp DE65,876,235$6.41B0.5%-1.0%13.097%
5/19/2026 Chesapeake Wealth Management69,242$6.73M2.1%-1.4%0.014%
5/19/2026 Bull Harbor Capital LLC4,542$442K0.1%N/A0.001%
5/19/2026 Ashton Thomas Securities LLC6,942$675K0.1%N/A0.001%
5/19/2026 Arkadios Wealth Advisors33,653$3.27M0.1%+31.7%0.007%
5/18/2026 Sunbelt Securities Inc.10,430$1.01M0.1%-10.6%0.002%
5/18/2026 EverSource Wealth Advisors LLC25,141$2.44M0.1%-0.5%0.005%
5/18/2026 Royal Bank of Canada7,874,760$765.66M0.1%-0.5%1.566%
5/18/2026 Empowered Funds LLC2,189$213K0.0%-50.7%0.000%
5/18/2026 Evercore Wealth Management LLC30,160$2.93M0.0%-1.1%0.006%
5/16/2026 Excelsior Advisor Network LLC11,159$1.09M0.4%+96.3%0.002%
5/16/2026 Quantinno Capital Management LP74,705$7.26M0.0%+91.4%0.015%
5/15/2026 Gateway Wealth Partners LLC8,404$817K0.0%N/A0.002%
5/15/2026 Blue Chip Partners LLC2,059$200K0.0%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT162,321$15.78M0.2%-0.6%0.032%
5/15/2026 Marquette Associates Inc.15,136$1.47M1.6%N/A0.003%
5/15/2026 Matrix Private Capital Group LLC18,426$1.79M0.9%N/A0.004%
5/15/2026 Waverly Advisors LLC1,098,953$106.85M0.8%+17.7%0.218%
5/15/2026 Asset Management Group Inc.39,600$3.85M0.6%+0.3%0.008%
5/14/2026 Renaissance Technologies LLC25,200$2.45M0.0%-27.6%0.005%
5/14/2026 FCA Corp TX35,930$3.49M1.0%-1.8%0.007%
5/14/2026 Compound Planning Inc.11,970$1.16M0.0%-3.7%0.002%
5/14/2026 Modern Wealth Management LLC8,804$862K0.0%-3.0%0.002%
5/14/2026 Dickmeyer Boyce Financial Management Inc.67,057$6.52M3.8%N/A0.013%
5/14/2026 MWA Asset Management4,376$425K0.2%-3.5%0.001%
5/14/2026 Davis R M Inc.17,409$1.69M0.0%-2.5%0.003%
5/14/2026 Lido Advisors LLC917,285$89.19M0.3%+3.6%0.182%
5/13/2026 Cetera Investment Advisers2,133,527$207.44M0.2%-5.4%0.424%
5/13/2026 Wealthspire Retirement LLC4,208$409K0.0%-2.9%0.001%
5/13/2026 Signature Equity Partners LLC651$63K0.0%-49.3%0.000%
5/13/2026 NewEdge Wealth LLC89,374$8.69M0.1%+7.4%0.018%
5/13/2026 Alpha Financial Partners LLC5,578$542K0.3%-3.4%0.001%
5/13/2026 Daner Wealth Management LLC37,509$3.94M2.1%-1.0%0.007%
5/13/2026 First Citizens Bank & Trust Co.164,985$16.04M0.3%-5.3%0.033%
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5/12/2026 Phillip James Consulting Co.5,146$500K0.4%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.12,333,478$1.20B0.7%-1.3%2.452%
5/8/2026 HORAN Wealth LLC42,236$4.07M0.4%+100.0%0.008%
5/8/2026 Burling Wealth Partners LLC9,473$921K0.1%-4.6%0.002%
5/8/2026 Glenview Trust Co1,350,641$131.32M2.1%+3.4%0.269%
5/8/2026 Madison Asset Management LLC9,754$948K0.0%-61.9%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC12,604$1.23M0.0%+11.3%0.003%
5/8/2026 JMG Financial Group Ltd.916,371$89.10M2.5%+5.6%0.182%
5/8/2026 MWA Asset Management4,376$425K0.2%-3.5%0.001%
5/8/2026 Fox Financial Inc157,962$15.36M12.5%+0.9%0.031%
5/8/2026 Johnson Financial Group Inc.79,331$7.71M0.3%+42.7%0.016%
5/8/2026 JSF Financial LLC27,021$2.63M0.5%-3.9%0.005%
5/7/2026 Legacy Wealth Managment LLC ID2,205$214K0.1%+75.0%0.000%
5/7/2026 Carl P. Sherr & Co. LLC55,848$5.43M2.6%+1.2%0.011%
5/7/2026 Hollencrest Capital Management5,727$557K0.0%-8.0%0.001%
5/7/2026 Meeder Advisory Services Inc.2,219$216K0.0%N/A0.000%
5/7/2026 Lowe Brockenbrough & Co. Inc.15,672$1.52M0.1%-3.1%0.003%
5/7/2026 Scarborough Advisors LLC388$38K0.0%N/A0.000%
5/7/2026 Balefire LLC6,479$630K0.1%+24.5%0.001%
5/7/2026 Parallel Advisors LLC22,645$2.20M0.0%-2.5%0.005%
5/7/2026 Koss Olinger Consulting LLC114,343$11.12M0.9%-25.6%0.023%
5/7/2026 Vision Retirement LLC595$58K0.0%-23.6%0.000%
5/7/2026 Performa Ltd US LLC198,901$19.34M4.4%+19,890,000.0%0.040%
5/7/2026 Crescent Grove Advisors LLC24,246$2.36M0.2%+11.3%0.005%
5/6/2026 German American Bancorp Inc.961,460$93.48M8.0%+0.3%0.191%
5/6/2026 Bartlett & CO. Wealth Management LLC201,571$20.97M0.3%-1.2%0.040%
5/6/2026 Heartland Bank & Trust Co13,700$1.33M0.3%N/A0.003%
5/6/2026 Zhang Financial LLC19,391$1.89M0.1%-0.7%0.004%
5/6/2026 Centennial Bank AR 50,275$4.89M1.8%+9.7%0.010%
5/6/2026 Simon Quick Advisors LLC83,728$8.14M0.4%-5.2%0.017%
5/6/2026 Gryphon Financial Partners LLC51,799$5.04M0.5%+7.3%0.010%
5/6/2026 Modera Wealth Management LLC71,083$6.91M0.1%-0.8%0.014%
5/6/2026 Assetmark Inc.16,637$1.62M0.0%+11.9%0.003%
5/6/2026 Bessemer Group Inc.132,847$12.92M0.0%-5.1%0.026%
5/6/2026 Avalon Trust Co1,596$155K0.0%+59.6%0.000%
5/6/2026 Allspring Global Investments Holdings LLC40,470$3.96M0.0%+1.4%0.008%
5/6/2026 Frisch Financial Group Inc.3,104$302K0.1%+27.0%0.001%
5/6/2026 Independent Financial Group LLC11,698$1.14M0.0%N/A0.002%
5/6/2026 Prosperity Consulting Group LLC58,747$5.71M0.3%-2.9%0.012%
5/6/2026 Frazier Financial Advisors LLC314$31K0.0%N/A0.000%
5/5/2026 Wealthfront Advisers LLC28,337$2.76M0.0%+23.1%0.006%
5/5/2026 D.A. Davidson & CO.320,907$31.20M0.2%-0.9%0.064%
5/5/2026 RFG Bristol Wealth Advisors LLC30,379$2.95M0.8%+90.0%0.006%
5/5/2026 Bank of New York Mellon Corp10,727,281$1.04B0.2%-0.5%2.133%
5/5/2026 Nolet Wealth Management LLC4,910$477K0.3%-5.3%0.001%
5/5/2026 IMC Chicago LLC5,960$579K0.0%N/A0.001%
5/5/2026 Geneos Wealth Management Inc.32,141$3.13M0.1%-0.6%0.006%
5/5/2026 NFSG Corp280$27K0.0%+93.1%0.000%
5/5/2026 SouthState Bank Corp35,801$3.48M0.2%-2.7%0.007%
5/5/2026 Sanctuary Advisors LLC246,336$23.95M0.1%-1.0%0.049%
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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%


IWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,563 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 1,316 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).

Institutional investors have bought a total of 40,813,609 shares in the last 24 months. This purchase volume represents approximately $3.86B in transactions.

Of the 679 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), TIAA Trust National Association ($950.63K), Corient Private Wealth LLC ($925.02K), PNC Financial Services Group Inc. ($823.68K), Mesirow Financial Investment Management Inc. ($814.78K), and Bank of America Corp DE ($693.40K).

Institutional investors have sold a total of 23,002,640 shares in the last 24 months. This volume of shares sold represents approximately $2.16B in transactions.


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This page (NYSEARCA:IWR) was last updated on 5/26/2026 by MarketBeat.com Staff.
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