Institutional Ownership Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR). We have compiled data on the 1,585 institutions that hold shares in the stock, with a total of 369 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
66,497,354
shares
|
$6.17 Billion
5.09% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
62,458,385
shares
|
$5.8 Billion
0.44% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
38,267,484
shares
|
$3.55 Billion
0.76% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
13,918,489
shares
|
$1.29 Billion
1.64% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
12,897,853
shares
|
$1.2 Billion
0.77% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
10,061,330
shares
|
$934 Million
0.06% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,371,071
shares
|
$870 Million
0.12% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,218,663
shares
|
$763 Million
1.4% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,807,746
shares
|
$632 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,774,179
shares
|
$536 Million
1.53% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,350,815
shares
|
$497 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,053,740
shares
|
$376 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,954,909
shares
|
$367 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
3,796,616
shares
|
$352 Million
9.19% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,567,868
shares
|
$331 Million
0.86% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,392,419
shares
|
$315 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,992,592
shares
|
$278 Million
0.1% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,723,748
shares
|
$253 Million
0.45% of portfolio
|
Q1 2025
Added 15.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,681,003
shares
|
$249 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,614,856
shares
|
$243 Million
2.21% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
2,608,298
shares
|
$242 Million
0.04% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,088,913
shares
|
$194 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,053,275
shares
|
$191 Million
0.91% of portfolio
|
Q2 2023
Reduced 99.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,035,499
shares
|
$189 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,977,218
shares
|
$184 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.76%
|