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 1,634 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
75,344,008
shares
|
$7.13 Billion
4.99% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
62,427,165
shares
|
$5.91 Billion
0.42% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
40,247,719
shares
|
$3.81 Billion
0.77% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
13,639,666
shares
|
$1.29 Billion
1.59% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,747,480
shares
|
$1.21 Billion
0.76% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
10,337,681
shares
|
$978 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,804,635
shares
|
$928 Million
0.12% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
8,458,447
shares
|
$800 Million
1.38% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,006,753
shares
|
$663 Million
0.12% of portfolio
|
Q2 2025
Added 204.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,623,770
shares
|
$627 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6,019,885
shares
|
$570 Million
0.1% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,774,179
shares
|
$546 Million
1.53% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,194,401
shares
|
$397 Million
0.56% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,039,043
shares
|
$382 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,798,130
shares
|
$359 Million
8.95% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,336,167
shares
|
$316 Million
0.79% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,206,867
shares
|
$303 Million
0.1% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,153,946
shares
|
$298 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,960,600
shares
|
$280 Million
0.51% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,957,723
shares
|
$280 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,790,711
shares
|
$264 Million
0.09% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
2,671,300
shares
|
$253 Million
2.21% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,175,090
shares
|
$206 Million
0.26% of portfolio
|
Q3 2025
Added 91.39%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,056,894
shares
|
$195 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,053,275
shares
|
$194 Million
0.91% of portfolio
|
Q2 2023
Reduced 99.22%
|
|