IWR Institutional Ownership
iShares Russell Mid-Cap ETF
1W: -0.0%
1M: -2.2%
3M: -2.1%
YTD: +11.3%
1Y: +12.6%
3Y: +62.2%
5Y: +42.4%
$108.28
+0.69 (+0.64%)
Weekly Expected Move ±1.4%
$105
$107
$108
$110
$111
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — IWR
1,654
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
48B
Total Invested
144
New Positions
509
Increased
558
Reduced
51
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1734 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 99,650,083 | 10.8B | +6,686,541 | +7.2% | 26Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 68,880,354 | 7.5B | +3,004,119 | +4.6% | 15Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 45,367,356 | 4.9B | +2,541,149 | +5.9% | 97Q | SEC ↗ |
| 4 | US BANCORP \DE | 12,780,590 | 1.4B | -140,495 | -1.1% | 97Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. | 12,472,614 | 1.4B | +139,136 | +1.1% | 15Q | SEC ↗ |
| 6 | MORGAN STANLEY | 11,932,912 | 1.3B | +946,075 | +8.6% | 60Q | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 10,734,592 | 1.2B | +7,311 | +0.1% | 76Q | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 10,660,298 | 1.2B | +1,690,390 | +18.8% | 45Q | SEC ↗ |
| 9 | NORTHERN TRUST CORP | 10,120,436 | 1.1B | -65,074 | -0.6% | 92Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 8,115,880 | 879M | +241,120 | +3.1% | 80Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 7,379,679 | 799M | +468,696 | +6.8% | 88Q | SEC ↗ |
| 12 | UBS Group AG | 7,353,365 | 796M | +107,728 | +1.5% | 47Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,500,690 | 487M | +29,329 | +0.7% | 78Q | SEC ↗ |
| 14 | TRUIST FINANCIAL CORP | 4,120,231 | 446M | -57,034 | -1.4% | 53Q | SEC ↗ |
| 15 | FMR LLC | 3,871,981 | 419M | -216,676 | -5.3% | 88Q | SEC ↗ |
| 16 | AMG National Trust Bank | 3,869,983 | 419M | -19,114 | -0.5% | 79Q | SEC ↗ |
| 17 | LPL Financial LLC | 3,730,141 | 404M | -25,452 | -0.7% | 54Q | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. | 3,158,174 | 342M | +8,270 | +0.3% | 2Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 3,077,347 | 333M | +60,949 | +2.0% | 16Q | SEC ↗ |
| 20 | JOHNSON INVESTMENT COUNSEL INC | 3,001,929 | 325M | +94,082 | +3.2% | 15Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 2,794,796 | 303M | -5,783 | -0.2% | 7Q | SEC ↗ |
| 22 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 2,745,783 | 297M | -65,621 | -2.3% | 2Q | SEC ↗ |
| 23 | FIFTH THIRD BANCORP | 2,501,173 | 271M | -46,806 | -1.8% | 26Q | SEC ↗ |
| 24 | NATIXIS ADVISORS, LLC | 2,475,295 | 268M | -439,980 | -15.1% | 31Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 2,128,236 | 230M | -5,291 | -0.2% | 43Q | SEC ↗ |
| 26 | BANK OF MONTREAL /CAN | 1,984,789 | 215M | +17,913 | +0.9% | 53Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 1,976,882 | 214M | +10,398 | +0.5% | 15Q | SEC ↗ |
| 28 | Pathstone Holdings, LLC | 1,904,250 | 206M | -745 | -0.0% | 11Q | SEC ↗ |
| 29 | Mariner, LLC | 1,727,554 | 187M | -21,165 | -1.2% | 63Q | SEC ↗ |
| 30 | KEYBANK NATIONAL ASSOCIATION/OH | 1,557,703 | 169M | -9,448 | -0.6% | 87Q | SEC ↗ |
| 31 | COMMERCE BANK | 1,439,471 | 156M | -38,477 | -2.6% | 89Q | SEC ↗ |
| 32 | Glenview Trust Co | 1,408,028 | 152M | +57,387 | +4.2% | 39Q | SEC ↗ |
| 33 | Pinnacle Financial Partners, Inc. | 1,245,534 | 135M | -7,987 | -0.6% | 3Q | SEC ↗ |
| 34 | OAKWORTH CAPITAL, INC. | 1,239,128 | 134M | +23,212 | +1.9% | 51Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,214,574 | 132M | +16,861 | +1.4% | 75Q | SEC ↗ |
| 36 | Waverly Advisors, LLC | 1,187,415 | 129M | +88,462 | +8.0% | 52Q | SEC ↗ |
| 37 | Performa Ltd (US), LLC | 1,124,020 | 122M | +925,119 | +465.1% | 12Q | SEC ↗ |
| 38 | Atlantic Union Bankshares Corp | 1,035,865 | 112M | +169,271 | +19.5% | 15Q | SEC ↗ |
| 39 | First Western Trust Bank | 1,022,959 | 111M | -17,227 | -1.7% | 18Q | SEC ↗ |
| 40 | UMB Bank, n.a. | 1,012,156 | 110M | +47,275 | +4.9% | 43Q | SEC ↗ |
| 41 | ALERUS FINANCIAL NA | 985,225 | 107M | +5,775 | +0.6% | 41Q | SEC ↗ |
| 42 | Cerity Partners LLC | 969,045 | 105M | +70,575 | +7.9% | 36Q | SEC ↗ |
| 43 | GERMAN AMERICAN BANCORP, INC. | 962,740 | 104M | +1,280 | +0.1% | 33Q | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 961,062 | 104M | +11,475 | +1.2% | 34Q | SEC ↗ |
| 45 | Lido Advisors, LLC | 940,349 | 102M | +23,064 | +2.5% | 23Q | SEC ↗ |
| 46 | Creative Planning | 936,524 | 101M | -20,701 | -2.2% | 59Q | SEC ↗ |
| 47 | Janney Montgomery Scott LLC | 915,320 | 99M | -1,021 | -0.1% | 52Q | SEC ↗ |
| 48 | JMG Financial Group, Ltd. | 913,629 | 99M | -2,742 | -0.3% | 71Q | SEC ↗ |
| 49 | WASHINGTON TRUST Co | 904,618 | 98M | -7,109 | -0.8% | 89Q | SEC ↗ |
| 50 | OSAIC HOLDINGS, INC. | 895,795 | 97M | +150,731 | +20.2% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Copeland Capital Management, LLC | 201,371 | 22M |
| ALONGSIDE, LLC | 136,560 | 15M |
| AXXCESS WEALTH MANAGEMENT, LLC | 128,033 | 14M |
| Tradewinds, LLC. | 62,666 | 7M |
| Global Retirement Partners, LLC | 60,422 | 7M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 54,356 | 6M |
| CANANDAIGUA NATIONAL CORP | 51,949 | 6M |
| Diversify Advisory Services, LLC | 36,557 | 4M |
| Nuveen, LLC | 35,608 | 4M |
| J.W. COLE ADVISORS, INC. | 35,382 | 4M |
| TWO SIGMA SECURITIES, LLC | 34,725 | 4M |
| GTS SECURITIES LLC | 33,935 | 4M |
| PRAIRIE ADVISORY, LLC | 24,305 | 3M |
| FLOW TRADERS U.S. LLC | 22,250 | 2M |
| Bluespring Wealth Management, LLC | 22,022 | 2M |
| QUANTUM FINANCIAL PARTNERS LLC | 20,960 | 2M |
| Cambria Investment Management, L.P. | 19,584 | 2M |
| Hilltop Holdings Inc. | 16,739 | 2M |
| BBR PARTNERS, LLC | 15,802 | 2M |
| Noble Wealth Partners LLC | 15,342 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SAWGRASS ASSET MANAGEMENT LLC | 94,358 | 10M |
| EVOKE WEALTH, LLC | 48,842 | 5M |
| TFB Advisors LLC | 37,058 | 4M |
| Champlain Investment Partners, LLC | 35,300 | 4M |
| Virtue Capital Management, LLC | 26,696 | 3M |
| SWMG, LLC | 19,213 | 2M |
| FMB WEALTH MANAGEMENT | 18,651 | 2M |
| Sepio Capital, LP | 17,118 | 2M |
| Ascentis Independent Advisors | 16,596 | 2M |
| LAZARD ASSET MANAGEMENT LLC | 16,264 | 2M |
| MOULTON WEALTH MANAGEMENT, INC | 15,871 | 2M |
| MARQUETTE ASSOCIATES, INC. | 15,136 | 2M |
| Qube Research & Technologies Ltd | 14,531 | 2M |
| Calamos Advisors LLC | 14,105 | 2M |
| SEGALL BRYANT & HAMILL, LLC | 11,747 | 1M |
| Atlanta Consulting Group Advisors, | 11,654 | 1M |
| NEW SOUTH CAPITAL MANAGEMENT INC | 11,630 | 1M |
| Cedrus Wealth Group LLC | 10,178 | 1M |
| OPAL CAPITAL LLC | 7,451 | 807K |
| ASHTON THOMAS SECURITIES, LLC | 6,942 | 752K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +6,686,541 | +7.2% | 99,650,083 |
| BANK OF AMERICA CORP /DE | +3,004,119 | +4.6% | 68,880,354 |
| WELLS FARGO & COMPANY/MN | +2,541,149 | +5.9% | 45,367,356 |
| Baird Financial Group, Inc. | +1,690,390 | +18.8% | 10,660,298 |
| MORGAN STANLEY | +946,075 | +8.6% | 11,932,912 |
| Performa Ltd (US), LLC | +925,119 | +465.1% | 1,124,020 |
| JPMORGAN CHASE & CO | +468,696 | +6.8% | 7,379,679 |
| Robertson Stephens Wealth Managemen | +250,016 | +79.2% | 565,606 |
| ROYAL BANK OF CANADA | +241,120 | +3.1% | 8,115,880 |
| Atlantic Union Bankshares Corp | +169,271 | +19.5% | 1,035,865 |
| BNP PARIBAS FINANCIAL MARKETS | +155,670 | +75.6% | 361,621 |
| OSAIC HOLDINGS, INC. | +150,731 | +20.2% | 895,795 |
| PNC Financial Services Group, Inc. | +139,136 | +1.1% | 12,472,614 |
| 49 WEALTH MANAGEMENT, LLC | +130,830 | +2283.2% | 136,560 |
| LIFE LINE WEALTH MANAGEMENT LLC | +116,030 | +362.0% | 148,081 |
| UBS Group AG | +107,728 | +1.5% | 7,353,365 |
| Vestmark Advisory Solutions, Inc. | +101,928 | +948.2% | 112,678 |
| JOHNSON INVESTMENT COUNSEL INC | +94,082 | +3.2% | 3,001,929 |
| ELEVATION POINT WEALTH PARTNERS, LL | +91,675 | +807.1% | 103,033 |
| Waverly Advisors, LLC | +88,462 | +8.0% | 1,187,415 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mesirow Financial Investment Manage | -573,058 | -50.9% | 553,000 |
| NATIXIS ADVISORS, LLC | -439,980 | -15.1% | 2,475,295 |
| ALBION FINANCIAL GROUP /UT | -337,428 | -39.4% | 519,943 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -268,653 | -37.0% | 456,804 |
| FMR LLC | -216,676 | -5.3% | 3,871,981 |
| Independent Advisor Alliance | -185,443 | -96.2% | 7,407 |
| Badgley Phelps Wealth Managers, LLC | -170,515 | -24.7% | 519,161 |
| US BANCORP \DE | -140,495 | -1.1% | 12,780,590 |
| PRINCIPAL FINANCIAL GROUP INC | -128,396 | -63.1% | 75,245 |
| GGM Financial LLC | -125,099 | -87.7% | 17,549 |
| Koss-Olinger Consulting, LLC | -102,393 | -89.5% | 11,950 |
| VestGen Advisors, LLC | -102,021 | -44.6% | 126,880 |
| BlackRock, Inc. | -91,909 | -26.4% | 256,064 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -65,621 | -2.3% | 2,745,783 |
| NORTHERN TRUST CORP | -65,074 | -0.6% | 10,120,436 |
| VOYA INVESTMENT MANAGEMENT LLC | -62,850 | -60.8% | 40,546 |
| CWM, LLC | -60,190 | -25.3% | 177,262 |
| TRUIST FINANCIAL CORP | -57,034 | -1.4% | 4,120,231 |
| FIFTH THIRD BANCORP | -46,806 | -1.8% | 2,501,173 |
| COMMERCE BANK | -38,477 | -2.6% | 1,439,471 |