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iShares Russell Mid-Cap ETF - IWR

iShares Russell Mid-Cap ETF - IWR

Profile

Data Providers

Quote

  • nav ($)
    55.07
  • nav change
    0.47 / 0.9%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Institutional

  • ticker

    IWR

  • category

    Mid-Cap Core Funds

  • management type

    Index

  • total assets

    $18.15B

Read description

Fund Scorecard

assets
$18B
Great
flows
$1B
Great
fees
0.20%
Lowest
turnover
10%
Lowest
performance
5.79%
Above Average
manager tenure
7.0
Average

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder

Parametric Portfolio Associates Llc

Benjamin F. Edwards & Company, Inc.
Raymond James & Associates
Mariner Wealth Advisors, Llc
Seabridge Investment Advisors Llc
Paracle Advisors, Llc

Smithfield Trust Co

Fiduciary Trust Co

Independent Portfolio Consultants, Inc.
Braver Wealth Management, Llc

Ameriprise Financial Inc

Northeast Investment Management

Covington Capital Management

Hanson Mcclain, Inc.
Parthenon Llc
Commonwealth Equity Services, Inc

Cetera Investment Advisers

Mercer Capital Advisers, Inc.
Cls Investments, Llc

Highland Private Wealth Management

Ballentine Partners, Llc
Johnson Investment Counsel Inc
Kanawha Capital Management Llc
Hefren-Tillotson, Inc.

First Business Financial Services, Inc.

Starfire Investment Advisers, Inc.

Bryn Mawr Trust Co

Cullen/frost Bankers, Inc.

Oakmont Partners Llc
Naples Global Advisors, Llc
Boston Family Office Llc
Gradient Investments Llc

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc

Diversified Trust Co

Kcm Investment Advisors Llc
Manchester Capital Management Llc
American Research & Management Co.
Lincoln National Corp

Oakworth Capital, Inc.

Lgl Partners, Llc

Royal Bank Of Canada

Marquette Asset Management Inc.
Midwest Investment Management Llc
One Capital Management, Llc
Madden Advisory Services, Inc.

Kcg Holdings, Inc.

Pinnacle Summer Investments, Inc.
Fairpointe Capital Llc
Warren Averett Asset Management, Llc
Jmg Financial Group, Ltd.

Enterprise Financial Services Corp

Usca Ria Llc

Jefferies Group Llc

Stifel Financial Corp
Eaton Vance Management
Veritable, L.p.

Cambridge Trust Co

Brown Advisory Inc
Round Table Services, Llc
Blue Chip Partners, Inc.
Oakwood Capital Management Llc/ca
Affinity Investment Advisors, Llc
Rand Wealth, Llc
Blair William & Co/il
Westport Resources Management Inc

Cibc World Markets Inc.

Peoples Bank National Association

Efficient Market Advisors, Llc

Whittier Trust Co

Ancora Advisors, Llc
Bruderman Asset Management, Llc

Private Bank & Trust Co

Parasol Investment Management, Llc
First Heartland Consultants, Inc.
Sei Investments Co
Ifc Holdings Incorporated/fl
Horizon Investments, Llc
Weatherly Asset Management L. P.
Windsor Capital Management, Llc
Stephens Inc /ar/
Sii Investments Inc/wi
Pittenger & Anderson Inc

Ausdal Financial Partners, Inc.

Ckw Financial Group
Mcf Advisors Llc

Beck Mack & Oliver Llc

Altavista Wealth Management, Inc.
Tortoise Investment Management, Llc
Huntington Steele Llc
Caprock Group, Inc.
Quadrant Capital Group Llc

Amarillo National Bank

United Capital Financial Advisers, Llc
Ntv Asset Management Llc
Fmr Llc
White Pine Capital Llc
Heritage Investors Management Corp

Evercore Wealth Management, Llc

Winslow, Evans & Crocker, Inc.
Frontier Wealth Management Llc

Hochman Cole Investment Advisors, Inc.

Curian Capital Llc
Hudock Moyer Wealth Resources, Llc

Regions Financial Corp

Bank Of America Corp /de/

Washington Trust Co

Johnson Financial Group, Inc.

Blackrock Investment Management, Llc
Voya Investment Management Llc
First Allied Advisory Services, Inc.
Bridges Investment Management Inc
Churchill Management Corp
Mathes Company, Inc.

High Falls Advisors, Inc

Country Trust Bank

Capital One, National Association

Haverford Trust Co

Umb Bank N A/mo

Hokanson Associates, Inc.
Ct Financial Advisors Llc
Cfo4life, L.p.
Assetmark, Inc
Lpl Financial Llc
Financial Architects, Inc

First Financial Bank, N.a. - Trust Division

Fulton Bank, N.a.

Orrstown Financial Services Inc

Pennsylvania Trust Co

Alpha Windward Llc
Wfg Advisors, Lp
Us Financial Advisors, Llc
Pacific Financial Group Inc
Aspiriant, Llc

Kalos Management, Inc.

Bridges Investment Counsel Inc/
Reinhart Partners, Inc.

Massmutual Trust Co Fsb/adv

Brown Brothers Harriman & Co
Victory Capital Management Inc
Salem Investment Counselors Inc
Catawba Capital Management /va

First Financial Corp /in/

Alliancebernstein L.p.

Comerica Bank

Carret Asset Management, Llc
Btc Capital Management, Inc.
Wilbanks Smith & Thomas Asset Management Llc
Sterling Capital Management Llc
Mairs & Power Inc
Intersect Capital Llc
Riverbridge Partners Llc
Iberiabank Corp
Syntal Capital Partners, Llc

Monroe Bank & Trust/mi

Barrett Asset Management, Llc
Linscomb & Williams, Inc.
Goldman Sachs Group Inc
Wedgewood Investors Inc /pa/
Waters Parkerson & Co., Llc
Rinet Co Llc

First Interstate Bank

Principal Financial Group Inc

Fund Evaluation Group, Llc
Apriem Advisors

Webster Bank, N. A.

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Riverpoint Capital Management, Llc

Ubs Group Ag

Bkd Wealth Advisors, Llc
Raymond James Trust N.a.
Capital Directions Investment Advisors, Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Jag Capital Management, Llc
Great Lakes Advisors Llc
Ccm Investment Advisers Llc

Klingman & Associates, Llc

Founders Financial Securities Llc
Financial Advisory Group
Ironsides Asset Advisors, Llc

Northwestern Mutual Wealth Management Co

Gilman Hill Asset Management, Llc
Hbk Sorce Advisory Llc
Blackrock Inc.

Manufacturers Life Insurance Company, The

Sandy Spring Bank

Inverness Investment Group, Llc

Trust Department Mb Financial Bank N A

First United Bank Trust/

Hilltop Holdings Inc.

Franklin Resources Inc

Metlife Securities, Inc
North Star Investment Management Corp.
Fdx Advisors, Inc.

Hl Financial Services Llc

Jones Financial Companies Lllp

Security National Trust Co

Smith Chas P & Associates Pa Cpas
Badgley Phelps & Bell Inc
Colony Group Llc

Bank Of New York Mellon Corp

B. Riley Financial, Inc.

Ray Gerald L & Associates Ltd
Lowe Brockenbrough & Co Inc
Mv Capital Management, Inc.
Green Square Capital Llc

Citizens Financial Group Inc/ri

Sunbelt Securities, Inc.

Madison Investment Holdings Inc
Cetera Advisor Networks Llc

Pictet & Cie (Europe) Sa

Twin Focus Capital Partners, Llc
Investment Centers Of America Inc

Atlanta Capital Management Co L L C

Commerce Bank

Peapack Gladstone Financial Corp

Sharkey, Howes & Javer

Hsbc Holdings Plc

Atria Investments Llc
Invesco Ltd.
Goelzer Investment Management, Inc.
Duncker Streett & Co Inc

Ubs Global Asset Management Americas Inc

First National Bank Of Omaha
Maple Capital Management, Inc.

Alpha Omega Wealth Management Llc

National Penn Investors Trust Co /pa

Zacks Investment Management
Voya Financial Advisors, Inc.
Cambridge Investment Research Advisors, Inc.

Colorado Capital Management, Inc.

Sabal Trust Co

First Republic Investment Management, Inc.
Essex Financial Services, Inc.

Farmers National Bank

Hightower Advisors, Llc

Tnb Financial

Alexandria Capital, Llc
Bahl & Gaynor Inc
M Holdings Securities, Inc.
Axa
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Patten Group, Inc.

Motco

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
Choate Investment Advisors

Arrow Financial Corp

Tiaa Cref Trust Co Fsb/mo

Raymond James Financial Services Advisors, Inc.
Iconiq Capital, Llc
Conning Inc.

Retirement Planning Group

Citigroup Inc
Hirtle Callaghan & Co Llc
Thompson Siegel & Walmsley Llc

Schneider Downs Wealth Management Advisors, Lp

Focused Wealth Management, Inc

Coastline Trust Co

Jacobus Wealth Management, Inc.

Telemus Capital, Llc
Investors Capital Advisory Services

Sageworth Trust Co

First National Trust Co

American International Group Inc

Next Financial Group, Inc
Geneva Advisors, Llc

Parkside Financial Bank & Trust

Hoxton Financial, Inc.
Bridgewater Wealth & Financial Management, Llc
Northern Trust Corp
Jnba Financial Advisors
Crossvault Capital Management Llc

Ladenburg Thalmann Financial Services Inc

Cleary Gull Holdings Inc.

Morgan Stanley
Elm Advisors, Llc
Highland Capital Management, Llc
Plante Moran Financial Advisors, Llc

Ledyard National Bank

Smith, Moore & Co.
Sonata Capital Group Inc

Sg Americas Securities, Llc

Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc
Two Sigma Advisers, Llc

Nations Financial Group Inc, /ia/ /adv

Stillwater Investment Management, Llc
Ameritas Investment Partners, Inc.
Financial Advisory Service, Inc.

United Bank, Inc.

Bessemer Group Inc

Bouchey Financial Group Ltd

Segall Bryant & Hamill, Llc

West Oak Capital, Llc

Amg National Trust Bank

Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Trust Co Of Virginia /va

Clearbridge Investments, Llc
Parsec Financial Management, Inc.

South State Corp

Coldstream Capital Management Inc
Markston International Llc
Estate Counselors, Llc
Brighton Jones Llc
Us Bancorp \de\
Janney Montgomery Scott Llc
Seizert Capital Partners, Llc

Asset Dedication, Llc

Dorsey & Whitney Trust Co Llc

Chicago Partners Investment Group Llc
Feltz Wealth Plan Inc.
Pegasus Partners Ltd.
Miracle Mile Advisors, Llc
Asset Management Group, Inc.
Truepoint, Inc.
Joel Isaacson & Co., Llc
Anchor Capital Advisors Llc

Bbva Compass Bancshares, Inc

Wesbanco Bank Inc

Pacific Global Investment Management Co
Ftb Advisors, Inc.
Oppenheimer & Co Inc
Cim, Llc
Baystate Wealth Management Llc
Bollard Group Llc

Cape Cod Five Cents Savings Bank

Jfs Wealth Advisors, Llc
Thrivent Financial For Lutherans
Culbertson A N & Co Inc
Albion Financial Group /ut
Lee Danner & Bass Inc

Schwab Charles Investment Management Inc

Cornerstone Advisors, Inc.

First National Bank & Trust Co Of Newtown

Huntington National Bank

Valley National Advisers Inc

Keybank National Association/oh

Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Captrust Financial Advisors
Davis R M Inc
Reilly Financial Advisors, Llc
Cobblestone Capital Advisors Llc /ny/
Martin & Co Inc /tn/
Sigma Investment Counselors Inc

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

Cypress Capital Group

Central Trust & Investment Co

Tower Square Investment Management, Llc

Advisory Services Network, Llc
Sigma Planning Corp
Advocacy Wealth Management Services, Llc
Busey Trust Co
Hm Capital Management, Llc
Pbwm Holdings, Llc
Jolley Asset Management, Llc

City Holding Co

Financial Partners Capital Management Llc
Baldwin Brothers Inc/ma

Suntrust Banks Inc

Endurance Wealth Management, Inc.
First Western Capital Management Co

People's United Financial, Inc.

Mai Capital Management

First Hawaiian Bank

Cb&t Wealth Management
Neuberger Berman Group Llc
Atlas Brown,inc.

Bronfman E.l. Rothschild, L.p.

Baker Ellis Asset Management Llc
Stratos Wealth Partners, Ltd.
Rhumbline Advisers

M&t Bank Corp

National Planning Corp
Integrated Wealth Management

Susquehanna International Group, Llp

Comerica Securities Inc
Glenhill Advisors Llc
Confluence Wealth Management Llc
Transamerica Financial Advisors, Inc.
Monetary Management Group Inc
Proffitt & Goodson Inc
Millennium Management Llc
Cahill Financial Advisors Inc
Concert Wealth Management Inc.

Barclays Plc

Gray Financial Group /ga /adv /adv

1st Source Bank

Deere & Co

Ropes Wealth Advisors Llc
Folger Nolan Fleming Douglas Capital Management, Inc
St. Johns Investment Management Company, Llc
Alerus Investment Advisors Corp

Credit Suisse Ag/

Fca Corp /tx

First Citizens Bank & Trust Co

Wells Fargo & Company/mn
Cetera Advisors Llc
New England Private Wealth Advisors Llc

Central Bank & Trust Co

Zions Bancorporation

Firstmerit Bank N A Trustee

Bokf, Na

Pitcairn Co

Foster Dykema Cabot & Co Inc/ma

Perkins Coie Trust Co

Earnest Partners Llc
Simmons First Trust Co Na

Financial Counselors Inc

Lodestar Investment Counsel Llc/il
Brick & Kyle, Associates
Polaris Wealth Advisers, Llc
Carroll Financial Associates, Inc.
Gofen & Glossberg Llc /il/

Peoples Financial Services Corp.

Vicus Capital
Mckinley Carter Wealth Services, Inc.
Baird Financial Group, Inc.
Lba Wealth Management, Llc
Lakeview Capital Partners, Llc
Welch & Forbes Llc
Signaturefd, Llc
Alley Co Llc

Consolidated Investment Group Llc

Bks Advisors, Llc

Synovus Financial Corp

Private Ocean, Llc
Bb&t Corp
Provise Management Group, Llc

Ifp Advisors, Inc

Silvercrest Asset Management Group Llc
Solaris Asset Management Llc

Old National Bancorp /in/

Kayne Anderson Rudnick Investment Management Llc

Trust Co Of Vermont

Mason Street Advisors, Llc
Davidson D A & Co

Stock Yards Bank & Trust Co

Argent Trust Co

D. Scott Neal, Inc.

Jane Street Group, Llc

Courier Capital Corp

First National Bank Sioux Falls

Old Second National Bank Of Aurora

Stillwater Capital Advisors, Llc
Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Middleton & Co Inc/ma
Smith Hayes Advisers, Inc

Allegis Investment Advisors, Llc

Finemark National Bank & Trust

Bb&t Securities, Llc
Vantage Investment Advisors, Llc
Maryland Capital Management

First Manhattan Co

Farmers & Merchants Investments Inc

Guardian Life Insurance Co Of America

Phillips Financial Management, Llc
Baltimore-Washington Financial Advisors, Inc.
Regent Investment Management Llc
Glenmede Trust Co Na
Davenport & Co Llc
Argentus Capital Management, Llc
Chesley Taft & Associates Llc/il

Dubuque Bank & Trust Co

Gupta Wealth Management Llc
Creative Planning

Eagle Asset Management Inc

Dowling & Yahnke Llc

Chemical Bank

Envestnet Asset Management Inc
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $18.15B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $1.09B

    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.20%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    10%

    Lowest
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    5.79%

    There is no Performance data available to display at this time.
    Peer Group consists of 371 Mid-Cap Core Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.69
    Sharpe Ratio ² 0.68
    R-Squared ³ 0.93
    Beta ³ 1.07
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Mid-Cap Core Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present