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 1,337 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
58,519,077
shares
|
$4.87 Billion
0.47% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
33,982,320
shares
|
$2.83 Billion
0.7% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
24,631,189
shares
|
$2.05 Billion
2.82% of portfolio
|
Q1 2024
Added 20.74%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
21,072,613
shares
|
$1.76 Billion
2.47% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
14,023,829
shares
|
$1.17 Billion
0.82% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
9,031,199
shares
|
$752 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
7,921,533
shares
|
$660 Million
1.41% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
7,508,624
shares
|
$625 Million
0.05% of portfolio
|
Q1 2024
Added 4.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
6,944,737
shares
|
$578 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,774,179
shares
|
$481 Million
1.53% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
5,427,567
shares
|
$452 Million
0.11% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
4,993,527
shares
|
$416 Million
1.29% of portfolio
|
Q1 2024
Reduced 11.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
4,576,825
shares
|
$381 Million
0.11% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,358,254
shares
|
$363 Million
0.14% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
3,868,525
shares
|
$322 Million
1.28% of portfolio
|
Q1 2024
Added 2.74%
|
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
3,770,895
shares
|
$314 Million
9.25% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
3,753,503
shares
|
$313 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
3,382,620
shares
|
$282 Million
0.05% of portfolio
|
Q1 2024
Added 4.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
3,046,497
shares
|
$254 Million
0.14% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
2,313,673
shares
|
$193 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
2,290,625
shares
|
$191 Million
0.76% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
2,221,111
shares
|
$185 Million
2.04% of portfolio
|
Q1 2024
Added 9.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,168,766
shares
|
$181 Million
0.04% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,053,275
shares
|
$171 Million
0.91% of portfolio
|
Q2 2023
Reduced 99.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
2,021,933
shares
|
$168 Million
0.8% of portfolio
|
Q1 2024
Reduced 0.21%
|
|