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 1,487 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
62,207,278
shares
|
$5.72 Billion
5.25% of portfolio
|
Q4 2024
Added 44.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
59,278,770
shares
|
$5.45 Billion
0.44% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
33,268,064
shares
|
$3.06 Billion
0.68% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
18,906,960
shares
|
$1.74 Billion
2.21% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
13,436,472
shares
|
$1.24 Billion
0.8% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,190,346
shares
|
$845 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
|
$737 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,476,244
shares
|
$688 Million
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,882,774
shares
|
$633 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,131,205
shares
|
$564 Million
0.12% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,774,179
shares
|
$531 Million
1.53% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,245,050
shares
|
$390 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,217,270
shares
|
$388 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,071,476
shares
|
$374 Million
1.29% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,966,136
shares
|
$365 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
3,798,305
shares
|
$349 Million
9.27% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,674,764
shares
|
$338 Million
0.52% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,689,606
shares
|
$247 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,641,941
shares
|
$243 Million
0.1% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,518,732
shares
|
$232 Million
2.18% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,432,651
shares
|
$224 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,351,713
shares
|
$216 Million
0.39% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,152,033
shares
|
$198 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,069,240
shares
|
$190 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
|
$189 Million
0.91% of portfolio
|
Q2 2023
Reduced 99.22%
|