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 1,410 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $29.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
59,278,770
shares
|
$5.29 Billion
0.44% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
42,990,340
shares
|
$3.84 Billion
3.89% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
33,268,064
shares
|
$2.97 Billion
0.68% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
21,106,801
shares
|
$1.88 Billion
2.41% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
13,509,371
shares
|
$1.21 Billion
0.76% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,190,346
shares
|
$820 Million
0.13% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
8,014,745
shares
|
$715 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,476,244
shares
|
$667 Million
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
7,059,914
shares
|
$630 Million
0.05% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,131,205
shares
|
$547 Million
0.12% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,774,179
shares
|
$515 Million
1.53% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,363,975
shares
|
$389 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,245,050
shares
|
$379 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,031,577
shares
|
$360 Million
1.27% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,966,136
shares
|
$354 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,805,322
shares
|
$340 Million
9.08% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,612,734
shares
|
$322 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,613,866
shares
|
$233 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,521,452
shares
|
$225 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.6%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
2,432,586
shares
|
$217 Million
2.12% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,272,972
shares
|
$203 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,202,268
shares
|
$196 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,069,240
shares
|
$185 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,053,275
shares
|
$183 Million
0.91% of portfolio
|
Q2 2023
Reduced 99.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,995,883
shares
|
$178 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.04%
|