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 1,530 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 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
|
$5.76 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
|
$5.71 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
|
$3.16 Billion
0.7% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
18,906,960
shares
|
$1.75 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
|
$1.24 Billion
0.8% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,295,433
shares
|
$861 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
|
$748 Million
1.42% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,975,571
shares
|
$739 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
|
$637 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
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
|
Feb 14, 2025 Q4 2024 |
5,376,169
shares
|
$498 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
|
$391 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,192,442
shares
|
$388 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,152,355
shares
|
$385 Million
0.1% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,071,476
shares
|
$377 Million
1.29% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
3,798,305
shares
|
$352 Million
9.27% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,674,764
shares
|
$340 Million
0.52% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,689,606
shares
|
$249 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,641,941
shares
|
$245 Million
0.1% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,518,732
shares
|
$233 Million
2.18% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,432,651
shares
|
$225 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,351,713
shares
|
$218 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
|
$212 Million
0.04% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,152,033
shares
|
$199 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
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%
|