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 1,536 institutions that hold shares in the stock, with a total of 368 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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 |
Feb 12, 2025 Q4 2024 |
34,162,440
shares
|
$2.87 Billion
0.7% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
18,906,960
shares
|
$1.59 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
|
$1.13 Billion
0.8% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,295,433
shares
|
$782 Million
0.12% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
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
|
Q4 2024
Added 6.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,882,774
shares
|
$579 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
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
|
Feb 14, 2025 Q4 2024 |
5,376,169
shares
|
$452 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,217,270
shares
|
$355 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,152,355
shares
|
$349 Million
0.1% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,689,606
shares
|
$226 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,641,941
shares
|
$222 Million
0.1% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
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%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,432,651
shares
|
$205 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,351,713
shares
|
$198 Million
0.39% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
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%
|