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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$114.82 +0.11 (+0.10%)
As of 02:47 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)
$3.08B
Number of
Institutional Sellers
(last 12 months)
594
Total
Institutional Outflows
(last 12 months)
$991.68M
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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
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$1.39M0.2%-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%
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7/7/2026 Grove Bank & Trust23,310$2.57M0.3%-16.5%0.005%
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%
7/2/2026 First County Bank CT3,111$343K0.2%+7.9%0.001%
7/1/2026 First Financial Bank Trust Division13,698$1.51M0.1%-2.0%0.003%
7/1/2026 Eastern Bank17,827$1.97M0.0%-9.9%0.004%
7/1/2026 Roxbury Financial LLC893$99K0.1%+12.3%0.000%
6/25/2026 Paladin Partners LLC21,740$2.11M1.5%+2.3%0.004%
6/22/2026 Sapient Capital LLC12,448$1.21M0.0%+43.7%0.002%
6/18/2026Western Wealth Management LLC10,866$1.06M0.0%-3.1%0.002%
6/16/2026Steelhead Wealth Management LLC4,032$392K0.2%N/A0.001%
6/16/2026Empowered Funds LLC2,189$213K0.0%-50.7%0.000%
6/10/2026 FAS Wealth Partners Inc.30,310$2.95M0.2%+1.5%0.006%
6/8/2026 Farmers National Bank20,278$1.97M0.4%+0.6%0.004%
6/3/2026 Wealthquest Corp7,799$758K0.1%-1.2%0.002%
6/3/2026 Parallel Advisors LLC22,645$2.20M0.0%-2.5%0.005%
6/3/2026 NewEdge Advisors LLC260,616$25.34M0.1%-12.9%0.052%
6/1/2026 First Nebraska Trust Co6,285$611K0.1%N/A0.001%
6/1/2026Keel Point LLC5,913$575K0.0%+5.9%0.001%
5/29/2026 Mullaney Keating & Wright Inc.95,746$9.31M5.0%-0.7%0.019%
5/29/2026 Krane Financial Solutions LLC132,678$12.90M8.8%N/A0.026%
5/29/2026 Asset Dedication LLC1,677$163K0.0%+89.1%0.000%
5/28/2026 Lavelle Capital LP22,163$2.16M1.3%N/A0.004%
5/27/2026 Westshore Wealth LLC65,329$6.35M2.2%-4.6%0.013%
5/26/2026 Glenmede Trust Co. NA100,297$9.75M0.0%-0.7%0.020%
5/22/2026 Segall Bryant & Hamill LLC11,747$1.14M0.0%-27.0%0.002%
5/20/2026Hobbs 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%
5/19/2026Front Row Advisors LLC2,844$277K0.1%+5.6%0.001%
5/19/2026Western 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%
5/19/2026Bank of America Corp DE65,876,235$6.41B0.5%-1.0%13.097%
5/19/2026Chesapeake 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%
5/18/2026Sunbelt 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%
5/18/2026Royal Bank of Canada7,874,760$765.66M0.1%-0.5%1.566%
5/18/2026Empowered Funds LLC2,189$213K0.0%-50.7%0.000%
5/18/2026Evercore Wealth Management LLC30,160$2.93M0.0%-1.1%0.006%
5/16/2026Excelsior Advisor Network LLC11,159$1.09M0.4%+96.3%0.002%
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5/16/2026Quantinno Capital Management LP74,705$7.26M0.0%+91.4%0.015%
5/15/2026 Gateway Wealth Partners LLC8,404$817K0.0%N/A0.002%
5/15/2026Blue Chip Partners LLC2,059$200K0.0%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT162,321$15.78M0.2%-0.6%0.032%
5/15/2026Marquette Associates Inc.15,136$1.47M1.6%N/A0.003%
5/15/2026Matrix Private Capital Group LLC18,426$1.79M0.9%N/A0.004%
5/15/2026Waverly Advisors LLC1,098,953$106.85M0.8%+17.7%0.218%
5/15/2026Asset Management Group Inc.39,600$3.85M0.6%+0.3%0.008%
5/14/2026Renaissance Technologies LLC25,200$2.45M0.0%-27.6%0.005%
5/14/2026 FCA Corp TX35,930$3.49M1.0%-1.8%0.007%


IWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,540 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 1,279 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 32,012,666 shares in the last 24 months. This purchase volume represents approximately $3.08B in transactions.

Of the 591 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), Corient Private Wealth LLC ($925.02K), Bank of America Corp DE ($693.40K), PNC Financial Services Group Inc. ($564.38K), Miracle Mile Advisors LLC ($515.07K), Northwestern Mutual Wealth Management Co. ($443.90K), and Ameriprise Financial Inc. ($386.33K).

Institutional investors have sold a total of 10,307,795 shares in the last 24 months. This volume of shares sold represents approximately $991.68M in transactions.


Related Companies

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 8/6/2026. New 13F filings are added each quarter as they're published.
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