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 1,600 institutions that hold shares in the stock, with a total of 377 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
69,710,394
shares
|
$6.47 Billion
4.89% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
60,814,837
shares
|
$5.65 Billion
0.42% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
39,188,070
shares
|
$3.64 Billion
0.77% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
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 |
Aug 15, 2025 Q2 2025 |
10,627,845
shares
|
$987 Million
0.07% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,669,669
shares
|
$898 Million
0.13% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,215,063
shares
|
$763 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,192,793
shares
|
$575 Million
0.11% of portfolio
|
Q2 2025
Added 204.24%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
5,387,723
shares
|
$500 Million
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
3,540,276
shares
|
$329 Million
0.08% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,049,642
shares
|
$283 Million
0.1% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
2,709,795
shares
|
$252 Million
0.09% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
2,613,195
shares
|
$243 Million
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
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%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,980,792
shares
|
$184 Million
0.72% of portfolio
|
Q2 2025
Added 0.18%
|