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 1,538 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 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
|
$5.23 Billion
5.25% of portfolio
|
Q4 2024
Added 44.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
61,629,917
shares
|
$5.19 Billion
0.47% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
38,267,484
shares
|
$3.22 Billion
0.76% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
19,325,451
shares
|
$1.63 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
|
$1.11 Billion
0.59% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,371,071
shares
|
$789 Million
0.12% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
8,076,087
shares
|
$680 Million
1.42% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,975,571
shares
|
$671 Million
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,807,746
shares
|
$573 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,774,179
shares
|
$486 Million
1.53% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,350,815
shares
|
$450 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
|
$351 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
|
$349 Million
1.49% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,132,328
shares
|
$348 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
4,075,565
shares
|
$343 Million
0.57% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
3,788,245
shares
|
$319 Million
9.05% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,392,419
shares
|
$285 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
|
$252 Million
0.1% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,723,748
shares
|
$229 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
|
$226 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
2,608,298
shares
|
$219 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
|
$218 Million
2.16% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,287,454
shares
|
$192 Million
0.04% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
2,206,388
shares
|
$186 Million
0.14% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,126,770
shares
|
$179 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.17%
|