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 1,560 institutions that hold shares in the stock, with a total of 380 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
66,497,354
shares
|
$6.16 Billion
5.09% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
62,458,385
shares
|
$5.79 Billion
0.44% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
38,267,484
shares
|
$3.55 Billion
0.76% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
19,325,451
shares
|
$1.79 Billion
2.22% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,157,154
shares
|
$1.22 Billion
0.59% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
10,061,330
shares
|
$932 Million
0.06% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,371,071
shares
|
$868 Million
0.12% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,218,663
shares
|
$762 Million
1.4% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,807,746
shares
|
$631 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,774,179
shares
|
$535 Million
1.53% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,350,815
shares
|
$496 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,169,062
shares
|
$386 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,144,232
shares
|
$384 Million
1.49% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,132,328
shares
|
$383 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
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
|
May 05, 2025 Q1 2025 |
3,788,245
shares
|
$351 Million
9.05% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,392,419
shares
|
$314 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,992,592
shares
|
$277 Million
0.1% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,723,748
shares
|
$252 Million
0.45% of portfolio
|
Q1 2025
Added 15.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,681,003
shares
|
$248 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
2,608,298
shares
|
$242 Million
0.04% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,585,438
shares
|
$240 Million
2.16% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
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
|
$190 Million
0.91% of portfolio
|
Q2 2023
Reduced 99.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,035,499
shares
|
$189 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.01%
|