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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$96.12 +2.11 (+2.24%)
Closing price 04:10 PM Eastern
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$96.14 +0.02 (+0.02%)
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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)
921
Total
Institutional Inflows
(last 12 months)
$4.94B
Number of
Institutional Sellers
(last 12 months)
702
Total
Institutional Outflows
(last 12 months)
$2.38B
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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
8/19/2025 B. Riley Wealth Advisors Inc.31,766$2.92M0.1%N/A0.007%
8/19/2025 Advisory Services Network LLC29,125$2.73M0.0%+1.5%0.006%
8/19/2025 Pitcairn Co.2,312$213K0.0%N/A0.001%
8/18/2025 Old North State Trust LLC8,225$756K0.5%N/A0.002%
8/18/2025 Tyler Stone Wealth Management2,332$215K0.0%N/A0.001%
8/18/2025 Geneos Wealth Management Inc.38,686$3.56M0.1%+27.4%0.008%
8/18/2025 Front Row Advisors LLC2,694$248K0.1%+6.3%0.001%
8/16/2025 Evergreen Capital Management LLC34,381$3.16M0.1%+4.6%0.007%
8/16/2025 Headlands Technologies LLC392$36K0.0%-24.8%0.000%
8/15/2025 Tower Research Capital LLC TRC 17,555$1.62M0.0%N/A0.004%
8/15/2025 Asset Allocation Strategies LLC23,949$2.20M0.4%-28.0%0.005%
8/15/2025 Corient Private Wealth LLC422,089$38.83M0.0%-52.3%0.092%
8/15/2025 WealthCollab LLC664$61K0.0%-66.0%0.000%
8/15/2025 Equitable Holdings Inc.176,467$16.23M0.1%+30.2%0.038%
8/15/2025 Northeast Financial Consultants Inc4,932$454K0.0%-20.6%0.001%
8/15/2025 Captrust Financial Advisors376,931$34.66M0.1%+0.6%0.082%
8/15/2025 Keel Point LLC4,434$408K0.0%N/A0.001%
8/15/2025 Alaethes Wealth LLC2,618$241K0.1%-31.4%0.001%
8/15/2025 Fidelity D & D Bancorp Inc.2,476$228K0.1%-14.3%0.001%
8/15/2025 Two Sigma Securities LLC16,445$1.51M0.2%N/A0.004%
8/15/2025 Snowden Capital Advisors LLC10,564$972K0.0%+4.4%0.002%
8/15/2025 Orion Porfolio Solutions LLC10,022$922K0.0%-10.4%0.002%
8/15/2025 MML Investors Services LLC335,130$30.82M0.1%+6.3%0.073%
8/15/2025 Mission Creek Capital Partners Inc.2,217$204K0.0%N/A0.000%
8/15/2025 HRT Financial LP21,331$1.96M0.0%+671.5%0.005%
8/15/2025 IHT Wealth Management LLC40,852$3.76M0.1%-2.0%0.009%
8/15/2025 EP Wealth Advisors LLC38,756$3.56M0.0%+1.5%0.008%
8/15/2025 Curi Capital LLC65,345$6.01M0.1%+123.1%0.014%
8/15/2025 Benjamin Edwards Inc.11,256$1.04M0.0%-18.4%0.002%
8/15/2025 BNP Paribas Financial Markets764,638$70.32M0.0%+186.3%0.166%
8/15/2025 Ameriprise Financial Inc.3,540,276$331.05M0.1%+4.4%0.770%
8/14/2025 Raymond James Financial Inc.2,709,795$249.22M0.1%+1.1%0.589%
8/14/2025 Darwin Wealth Management LLC1,277$117K0.0%N/A0.000%
8/14/2025 Betterment LLC4,717$434K0.0%-2.9%0.001%
8/14/2025 Quantinno Capital Management LP18,830$1.73M0.0%+51.1%0.004%
8/14/2025 Diversify Advisory Services LLC12,674$1.19M0.0%+267.7%0.003%
8/14/2025 Alliancebernstein L.P.157,542$14.49M0.0%+9.7%0.034%
8/14/2025 Peapack Gladstone Financial Corp33,322$3.07M0.0%-1.2%0.007%
8/14/2025 HUB Investment Partners LLC29,501$2.71M0.1%-1.0%0.006%
8/14/2025 Ieq Capital LLC86,647$7.97M0.0%+2.6%0.019%
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8/14/2025 Glenview Trust co1,285,599$118.24M2.0%+2.7%0.279%
8/14/2025 FAS Wealth Partners Inc.31,158$2.87M0.2%+2.5%0.007%
8/14/2025 German American Bancorp Inc.938,960$86.36M8.4%-0.3%0.204%
8/14/2025 NewEdge Advisors LLC202,346$18.61M0.1%+10.9%0.044%
8/14/2025 BCS Private Wealth Management Inc.5,270$485K0.2%N/A0.001%
8/14/2025 Qube Research & Technologies Ltd9,253$851K0.0%+581.4%0.002%
8/14/2025 Certuity LLC16,026$1.47M0.1%+14.7%0.003%
8/14/2025 Obsidian Personal Planning Solutions LLC3,015$277K0.1%N/A0.001%
8/14/2025 Denver PWM LLC26,450$2.43M0.8%-3.0%0.006%
8/14/2025 Cary Street Partners Financial LLC18,870$1.74M0.0%+24.0%0.004%
8/14/2025 Cerity Partners LLC829,814$76.32M0.1%+6.6%0.180%
8/14/2025 Daner Wealth Management LLC36,662$3.45M2.4%N/A0.008%
8/13/2025 PGIM Custom Harvest LLC2,958$272K0.0%-31.2%0.001%
8/13/2025 StoneX Group Inc.96,049$8.83M0.4%+8.9%0.021%
8/13/2025 SageView Advisory Group LLC48,198$4.58M0.2%+104.1%0.010%
8/13/2025 Cresset Asset Management LLC217,865$20.04M0.1%+36.2%0.047%
8/13/2025 Brown Advisory Inc.339,958$31.27M0.0%+6.7%0.074%
8/13/2025 North Berkeley Wealth Management LLC13,410$1.23M1.1%N/A0.003%
8/13/2025 GeoWealth Management LLC10,024$922K0.0%+8.0%0.002%
8/13/2025 Allium Financial Advisors LLC27,203$2.50M1.8%-1.7%0.006%
8/13/2025 Knuff & Co LLC13,437$1.24M0.4%-19.2%0.003%
8/13/2025 Baird Financial Group Inc.8,215,063$755.54M1.3%0.0%1.786%
8/13/2025 First Trust Advisors LP2,254$207K0.0%-30.6%0.000%
8/13/2025 Crescent Grove Advisors LLC20,451$1.88M0.2%+5.1%0.004%
8/13/2025 EverSource Wealth Advisors LLC1,761$162K0.0%-30.1%0.000%
8/13/2025 Plan Group Financial LLC107,824$9.92M3.3%-14.9%0.023%
8/13/2025 CW Advisors LLC35,178$3.24M0.0%+5.8%0.008%
8/13/2025 Twin Peaks Wealth Advisors LLC2,147$202K0.1%N/A0.000%
8/13/2025 River Wealth Advisors LLC402,940$37.06M4.6%+3.0%0.088%
8/13/2025 Pinkerton Wealth LLC2,621$241K0.0%N/A0.001%
8/13/2025 Beacon Pointe Advisors LLC219,159$20.16M0.2%-11.2%0.048%
8/13/2025 Wellspring Financial Advisors LLC7,885$725K0.0%+208.0%0.002%
8/13/2025 Quantbot Technologies LP699$64K0.0%N/A0.000%
8/13/2025 M&T Bank Corp451,557$41.53M0.1%-6.8%0.098%
8/13/2025 Smith Moore & CO.28,124$2.59M0.2%-0.8%0.006%
8/13/2025 Prossimo Advisors LLC11,142$1.03M0.8%N/A0.002%
8/13/2025 VestGen Advisors LLC140,970$12.97M0.5%-2.2%0.031%
8/13/2025 Leslie Global Wealth LLC10,815$995K0.5%+3.5%0.002%
8/13/2025 Lido Advisors LLC925,751$85.14M0.3%-2.2%0.201%
8/13/2025 Wealthquest Corp8,015$737K0.1%-10.0%0.002%
8/13/2025 Quadrature Capital Ltd3,402$313K0.0%N/A0.001%
8/13/2025 Hsbc Holdings PLC28,049$2.58M0.0%-9.2%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.1,073,681$98.75M0.1%+2.0%0.233%
8/13/2025 Johnson Financial Group Inc.53,134$4.89M0.2%+5.3%0.012%
8/13/2025 Stevens Capital Partners5,525$515K0.2%+8.2%0.001%
8/13/2025 Elevation Point Wealth Partners LLC1,082$99K0.0%N/A0.000%
8/13/2025 Baltimore Washington Financial Advisors Inc.81,786$7.52M0.4%-3.0%0.018%
8/13/2025 GM Advisory Group LLC14,428$1.33M0.1%+3.0%0.003%
8/13/2025 Quadrant Capital Group LLC40,676$3.74M0.1%+7.8%0.009%
8/13/2025 Choreo LLC46,767$4.30M0.1%-39.1%0.010%
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8/13/2025 Russell Investments Group Ltd.19,483$1.79M0.0%+58.9%0.004%
8/12/2025 Country Trust Bank494,871$45.51M1.0%-13.3%0.108%
8/12/2025 J.W. Cole Advisors Inc.35,655$3.28M0.1%+19.9%0.008%
8/12/2025 Associated Banc Corp3,996$368K0.0%-10.9%0.001%
8/12/2025 Financial Advocates Investment Management3,903$359K0.0%-32.9%0.001%
8/12/2025 Laurel Wealth Advisors LLC192,586$17.71M0.0%+9,097.0%0.042%
8/12/2025 RiverFront Investment Group LLC8,845$813K0.0%-18.5%0.002%
8/12/2025 XTX Topco Ltd2,903$267K0.0%N/A0.001%
8/12/2025 Steward Partners Investment Advisory LLC482,136$44.34M0.3%+0.3%0.105%
8/12/2025 Insigneo Advisory Services LLC11,364$1.05M0.1%+13.1%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, 1,474 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 ($1.28B), PNC Financial Services Group Inc. ($1.19B), Bank of New York Mellon Corp ($910.44M), Northern Trust Corp ($797.20M), and Baird Financial Group Inc. ($755.54M).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 1,224 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), Bank of New York Mellon Corp ($3.05M), Raymond James Financial Inc. ($2.72M), 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 56,347,595 shares in the last 24 months. This purchase volume represents approximately $4.94B in transactions.

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

Of the 702 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 ($7.75M), Envestnet Portfolio Solutions Inc. ($3.83M), Natixis Advisors LLC ($824.20K), PNC Financial Services Group Inc. ($821.71K), TIAA Trust National Association ($796.11K), Ameriprise Financial Inc. ($759.94K), and Gilbert & Cook Inc. ($575.26K).

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

Institutional investors have sold a total of 26,544,727 shares in the last 24 months. This volume of shares sold represents approximately $2.38B in transactions.


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This page (NYSEARCA:IWR) was last updated on 8/22/2025 by MarketBeat.com Staff
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