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S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
NYSEARCA:IWR

iShares Russell Mid-Cap ETF - IWR Institutional Ownership

$67.37
+0.15 (+0.22%)
(As of 03/28/2023 12:00 AM ET)
Add
Compare
Today's Range
$67.03
$67.56
50-Day Range
$66.27
$75.04
52-Week Range
$60.73
$80.00
Volume
1.23 million shs
Average Volume
1.37 million shs
Market Capitalization
$26.93 billion
Assets Under Management
$26.64 billion
Dividend Yield
1.59%
Net Expense Ratio
0.18%

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Number of
Institutional Buyers
(last 12 months)
759
Total
Institutional Inflows
(last 12 months)
$5.00 B
Number of
Institutional Sellers
(last 12 months)
570
Total
Institutional Outflows
(last 12 months)
$1.43 B
Skip Chart & View Institutional Buying and Selling Data

IWR Institutional Buying and Selling by Quarter

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iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/22/2023Campion Asset Management114,659$7.73M7.6%-5.6%0.029%
3/15/2023B. Riley Wealth Advisors Inc.96,196$6.49M0.2%-6.8%0.024%
3/13/2023Claro Advisors LLC3,146$0.21M0.1%-57.6%0.001%
3/10/2023Mather Group LLC.19,545$1.32M0.0%-9.0%0.005%
3/10/2023Flagstone Financial Management4,922$0.33M0.2%N/A0.001%
3/10/2023Financial Alternatives Inc4,421$0.30M0.3%N/A0.001%
3/6/2023Rockefeller Capital Management L.P.335,014$22.60M0.1%+15.8%0.084%
3/2/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,357$92K0.0%+27.9%0.000%
3/1/2023Willow Creek Wealth Management Inc.4,696$0.32M0.1%+9.9%0.001%
2/28/2023Orin Green Financial LLC75,793$5.11M3.0%-3.8%0.019%
2/28/2023Voya Investment Management LLC53,671$3.62M0.0%-75.9%0.013%
2/27/2023Kalos Management Inc.402$27K0.1%N/A0.000%
2/24/2023Builder Investment Group Inc. ADV33,242$2.24M1.1%N/A0.008%
2/23/2023Callan Family Office LLC134,038$9.04M2.9%N/A0.033%
2/23/2023WC Walker & Associates Inc.14,861$1.06M0.6%-1.1%0.004%
2/23/2023Chesapeake Wealth Management66,420$4.48M2.0%-4.1%0.017%
2/21/2023Alamar Capital Management LLC9,524$0.64M0.7%+11.7%0.002%
2/21/2023Northwestern Mutual Wealth Management Co.1,015,359$68.49M0.1%+2.6%0.254%
2/21/2023B. Riley Wealth Advisors Inc.96,641$6.52M0.2%-6.4%0.024%
2/17/2023Truist Financial Corp3,529,292$238.05M0.4%-0.5%0.882%
2/16/2023Asset Allocation Strategies LLC21,782$1.47M1.0%N/A0.005%
2/16/2023GSB Wealth Management LLC2,975$0.20M0.1%N/A0.001%
2/16/2023Moneta Group Investment Advisors LLC1,582$2.08M0.1%-94.4%0.000%
2/16/2023Alliancebernstein L.P.52,745$3.56M0.0%-31.7%0.013%
2/16/2023AlphaQ Advisors LLC10,091$0.68M0.6%N/A0.003%
2/16/2023Certified Advisory Corp12,570$0.85M0.2%-70.9%0.003%
2/16/2023CreativeOne Wealth LLC3,825$0.26M0.0%-3.4%0.001%
2/16/2023FWL Investment Management LLC2,200$0.15M0.1%N/A0.001%
2/16/2023Financial Advocates Investment Management6,106$0.41M0.0%+5.6%0.002%
2/16/2023Personal Capital Advisors Corp5,837$0.39M0.0%+8.1%0.001%
2/16/2023RFG Advisory LLC3,477$0.26M0.0%-18.1%0.001%
2/16/2023United Capital Financial Advisers LLC68,652$4.63M0.0%+17.8%0.017%
2/16/2023Harbour Investments Inc.5,806$0.39M0.0%-48.3%0.001%
2/16/2023One Capital Management LLC152,395$10.28M0.5%+1.4%0.038%
2/16/2023German American Bancorp Inc.751,622$50.70M8.0%-4.3%0.188%
2/16/2023Gateway Wealth Partners LLC8,494$0.57M0.1%N/A0.002%
2/15/2023Steward Partners Investment Advisory LLC444,678$29.99M0.5%+0.5%0.111%
2/15/2023RMR Wealth Builders14,959$1.01M0.2%+33.8%0.004%
2/15/2023CI Private Wealth LLC263,085$17.93M0.1%N/A0.066%
2/15/2023Moneta Group Investment Advisors LLC30,855,196$2.08B0.1%+108,982.9%7.708%
2/15/2023CIC Wealth LLC4,707$0.32M0.1%N/A0.001%
2/15/2023Salem Investment Counselors Inc.86,824$5.86M0.3%+0.4%0.022%
2/15/2023Apollon Wealth Management LLC22,413$1.51M0.1%+0.8%0.006%
2/15/2023Captrust Financial Advisors292,388$19.72M0.1%-2.9%0.073%
2/15/2023IHT Wealth Management LLC22,934$1.55M0.1%-29.3%0.006%
2/15/2023Bragg Financial Advisors Inc11,243$0.76M0.0%-1.2%0.003%
2/15/2023Jane Street Group LLC16,985$1.15M0.0%N/A0.004%
2/15/2023SageView Advisory Group LLC23,316$1.57M0.1%N/A0.006%
2/15/2023Patriot Investment Management Group Inc.13,860$1.01M0.1%-2.3%0.003%
2/15/2023Waverly Advisors LLC32,034$2.16M0.1%-0.9%0.008%
2/15/2023PFS Investments Inc.142,790$9.63M0.2%+33.9%0.036%
2/15/2023Cahill Financial Advisors Inc.113,791$7.68M1.5%+2.4%0.028%
2/15/2023True Wealth Design LLC468$32K0.0%N/A0.000%
2/15/2023Kraft Davis & Associates LLC3,290$0.24M0.1%N/A0.001%
2/15/2023Cerity Partners LLC569,901$38.44M0.2%+394.6%0.142%
2/15/2023Vicus Capital3,641$0.25M0.0%+7.2%0.001%
2/15/2023Hantz Financial Services Inc.267,044$18.01M6.4%+4.1%0.067%
2/15/2023Select Equity Group L.P.67,863$4.58M0.0%+1,210.6%0.017%
2/15/2023Shepherd Financial Partners LLC9,269$0.63M0.1%-72.2%0.002%
2/15/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,357$97K0.0%+27.9%0.000%
2/15/2023LWS Wealth Advisors Inc.4,522$0.31M0.1%-46.6%0.001%
2/15/2023Laidlaw Wealth Management LLC4,097$0.28M0.1%N/A0.001%
2/15/2023Linscomb & Williams Inc.23,452$1.58M0.1%-12.0%0.006%
2/15/2023Money Concepts Capital Corp9,531$0.64M0.0%+2,841.7%0.002%
2/15/2023Morgan Stanley7,083,787$477.80M0.1%+0.7%1.770%
2/15/2023Mariner LLC790,121$53.29M0.2%+9.7%0.197%
2/15/2023Meridian Wealth Management LLC16,231$1.10M0.1%+1.1%0.004%
2/15/2023Equitable Holdings Inc.105,318$7.10M0.1%-1.6%0.026%
2/15/2023First Manhattan Co.1,902$0.13M0.0%-20.7%0.000%
2/15/2023Financial Freedom LLC1,510$0.10M0.1%N/A0.000%
2/15/2023Financial Partners Group Inc19,188$1.41M0.3%-7.5%0.005%
2/15/2023First Capital Advisors Group LLC.17,697$1.19M0.8%-4.1%0.004%
2/15/2023Flaharty Asset Management LLC3,425$0.23M0.0%-20.5%0.001%
2/15/2023Fort Point Capital Partners LLC9,938$0.67M0.1%N/A0.002%
2/15/2023AlphaCore Capital LLC420$28K0.0%+1,005.3%0.000%
2/15/2023Ambassador Advisors LLC1,915$0.13M0.0%+1,894.8%0.000%
2/15/2023Ancora Advisors LLC21,671$1.46M0.0%-1.3%0.005%
2/15/2023Asset Management Group Inc.40,465$2.73M0.6%+0.9%0.010%
2/15/2023Bradley Foster & Sargent Inc. CT175,043$11.81M0.3%+1.5%0.044%
2/15/2023Earnest Partners LLC64,088$4.32M0.0%+150.5%0.016%
2/15/2023Jefferies Financial Group Inc.4,752$0.32M0.0%N/A0.001%
2/15/2023ICA Group Wealth Management LLC513$35K0.0%N/A0.000%
2/14/2023Davis Investment Partners LLC2,868$0.21M0.1%N/A0.001%
2/14/2023SJA Financial Advisory LLC7,905$0.53M0.5%N/A0.002%
2/14/2023Aristotle Capital Boston LLC97,256$6.56M0.2%+74.3%0.024%
2/14/2023First Commonwealth Financial Corp PA17,864$1.21M0.4%+3.1%0.004%
2/14/2023Bristlecone Advisors LLC178,719$12.06M1.5%-1.9%0.045%
2/14/2023Heron Financial Group LLC106,664$7.19M4.8%-15.7%0.027%
2/14/2023Alerus Financial NA274,162$18.49M1.7%-5.6%0.068%
2/14/2023Cetera Advisor Networks LLC530,331$35.77M0.3%+9.1%0.132%
2/14/2023Cetera Investment Advisers128,078$8.64M0.1%-13.0%0.032%
2/14/2023Cetera Advisors LLC214,139$14.44M0.3%-5.9%0.053%
2/14/2023Knightsbridge Asset Management LLC67,872$4.58M0.9%-0.6%0.017%
2/14/2023Laurel Wealth Advisors Inc.26,877$1.81M0.2%+3.5%0.007%
2/14/2023Grey Fox Wealth Advisors LLC16,345$1.10M0.7%N/A0.004%
2/14/2023Hirtle Callaghan & Co LLC37,442$2.53M0.2%-2.0%0.009%
2/14/2023Lowe Brockenbrough & Co. Inc.18,172$1.23M0.1%+5.5%0.005%
2/14/2023Matrix Private Capital Group LLC14,974$1.01M0.7%-2.4%0.004%
2/13/2023Pathstone Family Office LLC16,145$1.21M0.0%+23.3%0.004%
2/13/2023Prio Wealth Limited Partnership7,574$0.51M0.0%N/A0.002%
(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, 1,223 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.54B), Wells Fargo & Company MN ($2.64B), Private Advisor Group LLC ($1.24B), The PNC Financial Services Group Inc. ($1.24B), US Bancorp DE ($1.18B), Jones Financial Companies Lllp ($1.14B), and PNC Financial Services Group Inc. ($1.07B).Learn more on IWR's institutional investors.

Which institutional investors have been buying iShares Russell Mid-Cap ETF stock?

Of the 1,060 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: Moneta Group Investment Advisors LLC ($30.83M), Jones Financial Companies Lllp ($9.52M), US Bancorp DE ($4.95M), Bank of America Corp DE ($3.82M), CIBC Private Wealth Group LLC ($3.58M), Wells Fargo & Company MN ($3.35M), and Factory Mutual Insurance Co. ($2.08M).

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

Institutional investors have bought a total of 104,115,145 shares in the last 24 months. This purchase volume represents approximately $7.45B in transactions.

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

Of the 752 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: JPMorgan Chase & Co. ($5.62M), TIAA FSB ($1.82M), Aaron Wealth Advisors LLC ($1.76M), PNC Financial Services Group Inc. ($1.22M), Wells Fargo & Company MN ($0.94M), Assetmark Inc. ($0.88M), and UBS Group AG ($0.86M).

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

Institutional investors have sold a total of 30,820,466 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.

This page (NYSEARCA:IWR) was last updated on 3/29/2023 by MarketBeat.com Staff