IWR
iShares Russell Mid-Cap ETF
1W: -0.1%
1M: +1.1%
3M: +2.2%
YTD: +7.9%
1Y: +17.6%
3Y: +61.3%
5Y: +45.4%
$105.92
+0.92 (+0.88%)
Weekly Expected Move ±1.7%
$100
$102
$104
$105
$107
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWR
1,615
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
35B
Total Invested
96
New Positions
428
Increased
694
Reduced
188
Closed
1.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1741 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 92,963,542 | 9.8B | +14,042,687 | +17.8% | 13Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 65,876,235 | 7.0B | -693,395 | -1.0% | 13Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 41,686,088 | 4.4B | +1,438,369 | +3.6% | 12Q | SEC ↗ |
| 4 | US BANCORP \DE | 12,921,085 | 1.4B | -7,886 | -0.1% | 13Q | SEC ↗ |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 12,333,478 | 1.3B | -164,229 | -1.3% | 13Q | SEC ↗ |
| 6 | MORGAN STANLEY | 10,797,769 | 1.1B | +460,088 | +4.5% | 12Q | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 10,727,281 | 1.1B | -52,159 | -0.5% | 13Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 10,185,510 | 1.1B | -146,081 | -1.4% | 13Q | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 8,969,908 | $950M | +288,439 | +3.3% | 13Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 7,874,760 | $834M | -37,150 | -0.5% | 13Q | SEC ↗ |
| 11 | UBS Group AG | 7,245,637 | $767M | +1,231,951 | +20.5% | 13Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 6,910,983 | $732M | +171,633 | +2.5% | 13Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,471,361 | $474M | -127,293 | -2.8% | 13Q | SEC ↗ |
| 14 | TRUIST FINANCIAL CORP | 4,177,265 | $442M | -3,081 | -0.1% | 13Q | SEC ↗ |
| 15 | FMR LLC | 4,088,657 | $433M | +32,181 | +0.8% | 13Q | SEC ↗ |
| 16 | AMG National Trust Bank | 3,889,097 | $412M | +77,476 | +2.0% | 13Q | SEC ↗ |
| 17 | LPL Financial LLC | 3,755,593 | $398M | +235,527 | +6.7% | 13Q | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. NEW | 3,149,904 | $334M | — | +0.0% | 1Q | SEC ↗ |
| 19 | CIBC Private Wealth Group LLC | 3,149,600 | $334M | +189,000 | +6.4% | 12Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 3,016,398 | $319M | +192,109 | +6.8% | 13Q | SEC ↗ |
| 21 | NATIXIS ADVISORS, LLC | 2,915,275 | $309M | +953,277 | +48.6% | 13Q | SEC ↗ |
| 22 | JOHNSON INVESTMENT COUNSEL INC | 2,907,847 | $308M | +90,405 | +3.2% | 13Q | SEC ↗ |
| 23 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 2,811,404 | $298M | — | +0.0% | 1Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 2,800,579 | $297M | -120,755 | -4.1% | 6Q | SEC ↗ |
| 25 | FIFTH THIRD BANCORP | 2,547,979 | $270M | +521,709 | +25.7% | 13Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 2,133,527 | $226M | -122,909 | -5.4% | 13Q | SEC ↗ |
| 27 | BANK OF MONTREAL /CAN | 1,966,876 | $208M | +419,567 | +27.1% | 13Q | SEC ↗ |
| 28 | GOLDMAN SACHS GROUP INC | 1,966,484 | $208M | -1,917,417 | -49.4% | 13Q | SEC ↗ |
| 29 | Pathstone Holdings, LLC | 1,904,995 | $202M | -3,860 | -0.2% | 10Q | SEC ↗ |
| 30 | Mariner, LLC | 1,748,719 | $185M | -26,595 | -1.5% | 13Q | SEC ↗ |
| 31 | KEYBANK NATIONAL ASSOCIATION/OH | 1,567,151 | $166M | -2,610 | -0.2% | 13Q | SEC ↗ |
| 32 | COMMERCE BANK | 1,477,948 | $157M | -5,971 | -0.4% | 13Q | SEC ↗ |
| 33 | Glenview Trust Co | 1,350,641 | $143M | +44,178 | +3.4% | 13Q | SEC ↗ |
| 34 | Pinnacle Financial Partners, Inc. | 1,253,521 | $133M | -1,123,996 | -47.3% | 2Q | SEC ↗ |
| 35 | OAKWORTH CAPITAL, INC. | 1,215,916 | $129M | +30,419 | +2.6% | 13Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,197,713 | $127M | -611,677 | -33.8% | 13Q | SEC ↗ |
| 37 | Mesirow Financial Investment Managemen | 1,126,058 | $119M | +820,594 | +268.6% | 10Q | SEC ↗ |
| 38 | SYNOVUS FINANCIAL CORP | 1,122,081 | $119M | +17,086 | +1.5% | 11Q | SEC ↗ |
| 39 | Waverly Advisors, LLC | 1,098,953 | $116M | +165,524 | +17.7% | 13Q | SEC ↗ |
| 40 | First Western Trust Bank | 1,040,186 | $110M | -29,092 | -2.7% | 13Q | SEC ↗ |
| 41 | ALERUS FINANCIAL NA | 979,450 | $104M | +16,825 | +1.7% | 13Q | SEC ↗ |
| 42 | UMB Bank, n.a. | 965,862 | $102M | +59,102 | +6.5% | 12Q | SEC ↗ |
| 43 | GERMAN AMERICAN BANCORP, INC. | 961,460 | $102M | +2,477 | +0.3% | 13Q | SEC ↗ |
| 44 | Creative Planning | 957,225 | $101M | +17,660 | +1.9% | 13Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 949,587 | $101M | -901,974 | -48.7% | 13Q | SEC ↗ |
| 46 | Lido Advisors, LLC | 917,285 | $97M | +31,934 | +3.6% | 13Q | SEC ↗ |
| 47 | JMG Financial Group, Ltd. | 916,371 | $97M | +48,213 | +5.6% | 13Q | SEC ↗ |
| 48 | Janney Montgomery Scott LLC | 916,341 | $97M | -130,227 | -12.4% | 13Q | SEC ↗ |
| 49 | WASHINGTON TRUST Co | 911,727 | $97M | -3,059 | -0.3% | 13Q | SEC ↗ |
| 50 | Cerity Partners LLC | 898,470 | $95M | +38,657 | +4.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CIBC Bancorp USA Inc. | 3,149,904 | $334M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 2,811,404 | $298M |
| Legacy Edge Advisors, LLC | 330,997 | $35M |
| INTRUST BANK NA | 272,742 | $29M |
| Klaas Financial Asset Advisors, LLC | 104,564 | $11M |
| GLENMEDE TRUST CO NA | 101,003 | $11M |
| Dickmeyer Boyce Financial Managemen | 67,057 | $7M |
| Vanguard National Trust Co | 58,676 | $6M |
| CANANDAIGUA NATIONAL CORP | 51,949 | $6M |
| Champlain Investment Partners, LLC | 35,300 | $4M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 28,359 | $3M |
| Erste Asset Management GmbH | 27,900 | $3M |
| Strive Asset Management, LLC | 25,313 | $3M |
| MATRIX PRIVATE CAPITAL GROUP LLC | 18,426 | $2M |
| TOWER BRIDGE ADVISORS | 16,576 | $2M |
| MARQUETTE ASSOCIATES, INC. | 15,136 | $2M |
| Calamos Advisors LLC | 14,105 | $1M |
| Heartland Bank & Trust Co | 13,700 | $1M |
| MidFirst Bank | 12,872 | $1M |
| TWO SIGMA SECURITIES, LLC | 12,247 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Proficio Capital Partners LLC | 853,568 | $90M |
| NewEdge Advisors, LLC | 299,318 | $32M |
| AXXCESS WEALTH MANAGEMENT, LLC | 248,528 | $26M |
| Members Advisory Group LLC | 133,486 | $14M |
| BRIGHTON JONES LLC | 108,050 | $11M |
| SAWGRASS ASSET MANAGEMENT LLC | 94,358 | $10M |
| Twin Tree Management, LP | 80,824 | $9M |
| ARGENT CAPITAL MANAGEMENT LLC | 80,192 | $8M |
| TABR Capital Management, LLC | 66,387 | $7M |
| TUDOR INVESTMENT CORP ET AL | 58,832 | $6M |
| Kovitz Investment Group Partners, L | 47,667 | $5M |
| TFB Advisors LLC | 37,058 | $4M |
| J.W. COLE ADVISORS, INC. | 36,726 | $4M |
| BFSG, LLC | 26,875 | $3M |
| Virtue Capital Management, LLC | 26,696 | $3M |
| HRT FINANCIAL LP | 21,331 | $2M |
| Diversify Advisory Services, LLC | 20,721 | $2M |
| SWMG, LLC | 19,213 | $2M |
| FMB WEALTH MANAGEMENT | 18,651 | $2M |
| MOULTON WEALTH MANAGEMENT, INC | 15,871 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +14,042,687 | +17.8% | 92,963,542 |
| WELLS FARGO & COMPANY/MN | +1,438,369 | +3.6% | 41,686,088 |
| UBS Group AG | +1,231,951 | +20.5% | 7,245,637 |
| NATIXIS ADVISORS, LLC | +953,277 | +48.6% | 2,915,275 |
| Mesirow Financial Investment Manage | +820,594 | +268.6% | 1,126,058 |
| FIFTH THIRD BANCORP | +521,709 | +25.7% | 2,547,979 |
| MORGAN STANLEY | +460,088 | +4.5% | 10,797,769 |
| BANK OF MONTREAL /CAN | +419,567 | +27.1% | 1,966,876 |
| UBS AM, a distinct business unit of | +337,804 | +887.1% | 375,884 |
| Baird Financial Group, Inc. | +288,439 | +3.3% | 8,969,908 |
| LPL Financial LLC | +235,527 | +6.7% | 3,755,593 |
| Performa Ltd (US), LLC | +198,900 | +19890000.0% | 198,901 |
| VestGen Advisors, LLC | +195,233 | +579.9% | 228,901 |
| AMERIPRISE FINANCIAL INC | +192,109 | +6.8% | 3,016,398 |
| CIBC Private Wealth Group LLC | +189,000 | +6.4% | 3,149,600 |
| Independent Advisor Alliance | +185,443 | +2503.6% | 192,850 |
| JPMORGAN CHASE & CO | +171,633 | +2.5% | 6,910,983 |
| Waverly Advisors, LLC | +165,524 | +17.7% | 1,098,953 |
| BRADLEY FOSTER & SARGENT INC/CT | +161,307 | +98.8% | 324,642 |
| Robertson Stephens Wealth Managemen | +124,174 | +64.9% | 315,590 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | -2,888,904 | -89.8% | 329,530 |
| GOLDMAN SACHS GROUP INC | -1,917,417 | -49.4% | 1,966,484 |
| Pinnacle Financial Partners, Inc. | -1,123,996 | -47.3% | 1,253,521 |
| Rockefeller Capital Management L.P. | -901,974 | -48.7% | 949,587 |
| Corient Private Wealth LLC | -797,482 | -62.0% | 488,467 |
| BANK OF AMERICA CORP /DE | -693,395 | -1.0% | 65,876,235 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -611,677 | -33.8% | 1,197,713 |
| M&T Bank Corp | -320,393 | -43.7% | 412,319 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -304,187 | -35.4% | 554,428 |
| PRINCIPAL FINANCIAL GROUP INC | -255,612 | -55.7% | 203,641 |
| BNP PARIBAS FINANCIAL MARKETS | -222,556 | -51.9% | 205,951 |
| Envestnet Portfolio Solutions, Inc. | -168,484 | -51.8% | 156,840 |
| PNC FINANCIAL SERVICES GROUP, INC. | -164,229 | -1.3% | 12,333,478 |
| NORTHERN TRUST CORP | -146,081 | -1.4% | 10,185,510 |
| Janney Montgomery Scott LLC | -130,227 | -12.4% | 916,341 |
| ENVESTNET ASSET MANAGEMENT INC | -127,293 | -2.8% | 4,471,361 |
| Cetera Investment Advisers | -122,909 | -5.4% | 2,133,527 |
| RAYMOND JAMES FINANCIAL INC | -120,755 | -4.1% | 2,800,579 |
| DAVENPORT & Co LLC | -115,784 | -82.6% | 24,369 |
| Align Financial, LLC | -106,751 | -99.0% | 1,121 |