iShares Russell Mid-Cap ETF (IWR)
ETF ยท NYSE Arca
iShares Russell Mid-Cap ETF (IWR) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 17, 2001.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- July 17, 2001
Institutional ownership
In 13F filings for the quarter ended September 30, 2026, 103 institutions reported holding IWR, with 2.7 million shares worth $290.0 million in aggregate. The largest reported holder was Valeo Financial Advisors, with 288,923 shares worth $30.8 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Valeo Financial Advisors | 288,923 | $31M | Added 8.13% |
| Coastline Trust | 279,139 | $30M | Reduced 17.39% |
| Tompkins Financial | 185,837 | $20M | Added 4.08% |
| Pfw Advisors | 177,997 | $19M | Reduced 0.96% |
| Avidian Wealth Enterprises | 176,761 | $19M | Added 3.11% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IWR?
iShares Russell Mid-Cap ETF (IWR) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 17, 2001.
Who are the largest institutional holders of IWR?
In 13F filings for the quarter ended September 30, 2026, the largest reported holders of IWR were Valeo Financial Advisors, Coastline Trust and Tompkins Financial.
How many institutions own IWR?
103 institutions reported a position in IWR for the quarter ended September 30, 2026, worth $290.0 million in total.
Did institutions buy or sell IWR last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for IWR.
Every reported institutional holder, plus insider and congressional trades in IWR, on SentiSense.