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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$92.83 +1.23 (+1.34%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Number of
Institutional Buyers
(last 12 months)
684
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
528
Total
Institutional Outflows
(last 12 months)
$1.17B
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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
1/21/2025Summit Investment Advisory Services LLC7,688$680K0.4%+2.1%0.002%
1/21/2025Baron Financial Group LLC54,700$4.84M3.0%+0.3%0.013%
1/21/2025Consolidated Investment Group LLC342,860$30.31M4.2%+19.4%0.083%
1/21/2025Rockwood Wealth Management LLC3,950$349K0.0%N/A0.001%
1/21/2025Crescent Grove Advisors LLC18,828$1.66M0.2%+27.0%0.005%
1/21/2025Asio Capital LLC2,734$242K0.0%+18.9%0.001%
1/21/2025First Citizens Bank & Trust Co.154,752$13.68M0.2%+1.0%0.037%
1/21/2025Flagship Harbor Advisors LLC5,976$528K0.0%-2.0%0.001%
1/21/2025First Bancorp Inc ME 6,273$555K0.4%+126.2%0.002%
1/21/2025Grimes & Company Inc.10,702$946K0.0%+7.1%0.003%
1/21/2025Geneos Wealth Management Inc.30,591$2.70M0.1%+1.3%0.007%
1/21/2025Dynamic Advisor Solutions LLC6,585$582K0.0%-46.1%0.002%
1/21/2025Fifth Third Bancorp2,152,033$190.24M0.7%-2.3%0.521%
1/21/2025Eclectic Associates Inc. ADV4,334$383K0.1%+44.5%0.001%
1/21/2025Wheelhouse Advisory Group LLC2,361$209K0.1%N/A0.001%
1/21/2025Impact Partnership Wealth LLC4,980$440K0.1%N/A0.001%
1/21/2025St. Johns Investment Management Company LLC50,965$4.51M2.1%+6.1%0.012%
1/21/2025RFG Advisory LLC3,889$344K0.0%+10.3%0.001%
1/21/2025Wells Trecaso Financial Group LLC17,868$1.58M0.5%+15.0%0.004%
1/21/2025Cornerstone Wealth Management LLC17,697$1.56M0.1%+5.8%0.004%
1/21/2025Brighton Jones LLC104,524$9.24M0.3%+4.2%0.025%
1/21/2025Montecito Bank & Trust14,835$1.31M0.2%-1.6%0.004%
1/17/2025 Goldstein Advisors LLC12,511$1.11M0.2%-2.2%0.003%
1/17/2025 Avior Wealth Management LLC12,558$1.11M0.0%+6.0%0.003%
1/17/2025 Raleigh Capital Management Inc.534$47K0.0%+28.1%0.000%
1/17/2025 Traynor Capital Management Inc.12,498$1.11M0.1%N/A0.003%
1/17/2025 SMI Advisory Services LLC6,245$551K0.1%-2.3%0.002%
1/17/2025 Janney Montgomery Scott LLC923,463$81.63M0.2%+0.1%0.224%
1/17/2025 Bartlett & CO. Wealth Management LLC197,806$17.49M0.3%+2.1%0.048%
1/17/2025 Park Place Capital Corp3,723$329K0.1%+31.1%0.001%
1/17/2025 Daymark Wealth Partners LLC19,803$1.75M0.1%+4.0%0.005%
1/17/2025 Finley Financial LLC34,485$3.11M1.6%N/A0.008%
1/17/2025 Albion Financial Group UT876,233$77.46M5.3%-3.3%0.212%
1/17/2025 Advisory Alpha LLC4,485$397K0.0%+3.8%0.001%
1/17/2025 Dakota Wealth Management465,545$41.15M0.9%+3.1%0.113%
1/17/2025 XML Financial LLC273,912$24.21M2.2%-1.9%0.066%
1/17/2025 Simon Quick Advisors LLC98,522$8.71M0.5%+5.0%0.024%
1/17/2025 Beaumont Financial Advisors LLC8,149$720K0.1%-1.4%0.002%
1/17/2025 MCF Advisors LLC9,526$842K0.1%+30.7%0.002%
1/17/2025 Atomi Financial Group Inc.10,035$887K0.0%N/A0.002%
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1/17/2025 Clear Harbor Asset Management LLC17,669$1.56M0.1%+1.6%0.004%
1/16/2025 Charles Schwab Trust Co38,593$3.41M0.3%+3.2%0.009%
1/16/2025 Lmcg Investments LLC5,591$494K0.0%-5.7%0.001%
1/16/2025 Aspiriant LLC39,454$3.49M0.1%+8.5%0.010%
1/16/2025 Chesapeake Wealth Management69,484$6.14M2.1%-0.5%0.017%
1/16/2025 Ballentine Partners LLC52,647$4.65M0.1%-6.8%0.013%
1/16/2025 Central Bank & Trust Co.9,745$861K0.1%-17.2%0.002%
1/16/2025 Hoese & Co LLP366$32K0.0%N/A0.000%
1/16/2025 Colorado Capital Management Inc.4,199$371K0.2%-3.8%0.001%
1/16/2025 Bricktown Capital LLC153,264$13.55M2.8%+989.8%0.037%
1/16/2025 MassMutual Private Wealth & Trust FSB9,713$859K0.0%+13.1%0.002%
1/16/2025 True Link Financial Advisors LLC5,731$507K0.0%-3.7%0.001%
1/16/2025 Wooster Corthell Wealth Management Inc.14,211$1.26M0.3%-2.8%0.003%
1/16/2025 Thrive Wealth Management LLC2,856$252K0.0%+8.4%0.001%
1/16/2025 Diversify Advisory Services LLC4,416$387K0.0%N/A0.001%
1/16/2025 Gilman Hill Asset Management LLC29,930$2.65M0.5%-19.7%0.007%
1/16/2025 City Holding Co.72,905$6.45M0.9%+9.3%0.018%
1/16/2025 Moulton Wealth Management Inc.15,663$1.39M1.1%N/A0.004%
1/16/2025 Romano Brothers AND Company2,904$257K0.0%-10.9%0.001%
1/15/2025 Sandy Cove Advisors LLC6,712$593K0.2%-6.4%0.002%
1/15/2025 Smith Salley Wealth Management9,465$837K0.1%+2.1%0.002%
1/15/2025 Orgel Wealth Management LLC8,421$744K0.0%N/A0.002%
1/15/2025 Taylor & Morgan Wealth Management LLC112,065$9.91M7.0%+0.6%0.027%
1/15/2025 Ameritas Advisory Services LLC12,326$1.09M0.0%+65.1%0.003%
1/15/2025 HB Wealth Management LLC39,550$3.50M0.0%+11.7%0.010%
1/15/2025 Shelton Wealth Management LLC67,129$5.93M3.1%-7.5%0.016%
1/15/2025 Sanibel Captiva Trust Company Inc.6,869$607K0.0%-1.6%0.002%
1/15/2025 Arkadios Wealth Advisors3,835$339K0.0%+17.5%0.001%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH22,177$1.96M0.5%+0.9%0.005%
1/15/2025 Mason & Associates LLC12,256$1.08M0.3%-4.9%0.003%
1/15/2025 Lake Street Private Wealth LLC7,428$657K0.1%-43.8%0.002%
1/15/2025 Selective Wealth Management Inc.9,158$817K0.3%-1.2%0.002%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.103,614$9.16M1.0%-1.7%0.025%
1/15/2025 Merit Financial Group LLC45,947$4.06M0.1%+49.7%0.011%
1/15/2025 Saxon Interests Inc.41,091$3.63M1.6%+109.5%0.010%
1/15/2025 Wealthcare Advisory Partners LLC23,564$2.08M0.1%+1.4%0.006%
1/15/2025 Procyon Advisors LLC34,476$3.05M0.2%+76.4%0.008%
1/15/2025 Woodstock Corp173,037$15.30M1.5%-0.3%0.042%
1/15/2025 First Pacific Financial300$27K0.0%N/A0.000%
1/15/2025 Goldstone Financial Group LLC98,096$8.67M1.4%+20.3%0.024%
1/15/2025 Empirical Asset Management LLC14,832$1.31M0.0%+2.8%0.004%
1/15/2025 Cvfg LLC5,844$517K0.5%N/A0.001%
1/15/2025 Certified Advisory Corp10,159$898K0.1%+1.1%0.002%
1/15/2025 Ullmann Wealth Partners Group LLC102,534$9.06M1.2%-2.4%0.025%
1/15/2025 JGP Wealth Management LLC3,394$300K0.0%N/A0.001%
1/15/2025 Legacy Wealth Asset Management LLC3,616$320K0.1%N/A0.001%
1/14/2025 Steph & Co.136,508$12.07M4.1%-12.3%0.033%
1/14/2025 Smith Thornton Advisors LLC21,306$1.88M1.2%-2.1%0.005%
1/14/2025 Argent Capital Management LLC2,810$248K0.0%N/A0.001%
1/14/2025 RMR Wealth Builders13,042$1.15M0.1%-3.5%0.003%
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1/14/2025 Roble Belko & Company Inc20,303$1.80M0.3%+511.7%0.005%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC10,680$944K0.0%+5.8%0.003%
1/14/2025 Wolff Wiese Magana LLC416$37K0.0%-32.2%0.000%
1/14/2025 Marquette Asset Management LLC34,381$3.04M0.5%-0.5%0.008%
1/14/2025 Radnor Capital Management LLC12,040$1.06M0.2%-14.7%0.003%
1/14/2025 Meridian Financial Partners LLC23,482$2.08M1.1%+0.5%0.006%
1/14/2025 Park Avenue Securities LLC14,384$1.27M0.0%+76.9%0.003%
1/14/2025 Fifth Third Wealth Advisors LLC185,848$16.43M0.9%+16.4%0.045%
1/14/2025 Lpwm LLC42,945$3.80M1.2%+2.4%0.010%
1/14/2025 Arbor Wealth Advisors LLC5,337$472K0.4%N/A0.001%
(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, 1,293 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.01B), Wells Fargo & Company MN ($2.69B), US Bancorp DE ($1.86B), Jones Financial Companies Lllp ($1.59B), PNC Financial Services Group Inc. ($1.19B), Advisor Resource Council ($912.80M), and Northern Trust Corp ($706.85M).Learn more on IWR's institutional investors.

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

Of the 1,062 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: TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($4.00M), CIBC Private Wealth Group LLC ($2.89M), US Bancorp DE ($2.47M), Pathstone Family Office LLC ($2.04M), Pathstone Holdings LLC ($2.03M), and Factory Mutual Insurance Co. ($1.98M).

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

Institutional investors have bought a total of 58,480,077 shares in the last 24 months. This purchase volume represents approximately $4.32B in transactions.

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

Of the 797 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: Envestnet Asset Management Inc. ($4.24M), Bank of America Corp DE ($2.68M), Factory Mutual Insurance Co. ($2.38M), PNC Financial Services Group Inc. ($1.42M), Baird Financial Group Inc. ($1.40M), TIAA Trust National Association ($1.20M), and Bank of New York Mellon Corp ($977.85K).

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

Institutional investors have sold a total of 39,577,755 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.


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This page (NYSEARCA:IWR) was last updated on 1/21/2025 by MarketBeat.com Staff
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