iShares Russell Mid-Cap ETFIWRETF
13F holders, Q1 2024 (March 31)1,254holders
3famous investors
$84.07avg. 13F price*
At the end of Q1 2024, 1,254 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings. The largest holders were Bank of America Corp. ($4.9B), Wells Fargo & Company ($2.9B) and Jones Financial Companies LLLP ($2.1B). 3 famous investors held it, including Jeff Smith (0.9% of Starboard Value's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $94.6M |
| Exits | 60 | $72.6M |
Ownership 1,254 holders
| Bank of America Corp. | 0.49% | Reduce -1.8% | 58,519,077 | $4.9B |
| Wells Fargo & Company | 0.76% | Reduce -1.9% | 33,982,320 | $2.9B |
| Jones Financial Companies LLLP | 2.82% | Add +20.7% | 24,631,189 | $2.1B |
| US Bancorp \de | 2.47% | Reduce -0.9% | 21,072,613 | $1.8B |
| PNC Financial Services Group, Inc. | 0.82% | Reduce -2.1% | 14,023,829 | $1.2B |
| Northern Trust Corp. | 0.13% | Reduce -0.7% | 9,031,199 | $759.4M |
| Bank of New York Mellon Corp | 0.13% | Add +3.2% | 7,954,498 | $668.9M |
| Baird Financial Group, Inc. | 1.40% | Add +1.5% | 7,921,533 | $666.1M |
| Morgan Stanley | 0.05% | Add +4.3% | 7,508,624 | $631.4M |
| JPMorgan Chase & Co. | 0.05% | Reduce -1.1% | 6,944,737 | $584.0M |
| UBS Group AG | 0.15% | Add +0.3% | 5,427,567 | $456.4M |
| Tiaa Trust, National Association | 1.28% | Reduce -11.6% | 4,993,527 | $419.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -2.8% | 4,576,825 | $385.2M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -5.1% | 4,358,254 | $366.5M |
| Envestnet Portfolio Solutions, Inc. | 1.22% | Add +2.7% | 3,868,525 | $325.3M |
| AMG National Trust Bank | 9.27% | Reduce -0.5% | 3,770,895 | $317.1M |
| Truist Financial Corp. | 0.48% | Reduce -0.3% | 3,753,503 | $315.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +4.6% | 3,382,620 | $284.4M |
| LPL Financial LLC | 0.14% | Add +3.3% | 3,046,497 | $256.2M |
| FMR LLC | 0.02% | Reduce -1.4% | 2,788,117 | $234.5M |
| CIBC Private Wealth Group LLC | 0.38% | Reduce -0.3% | 2,313,673 | $193.3M |
| Fifth Third Bancorp | 0.75% | Reduce -1.0% | 2,290,625 | $192.6M |
| Johnson Investment Counsel Inc. | 2.03% | Add +9.1% | 2,221,111 | $186.8M |
| Royal Bank of Canada | 0.04% | Reduce -9.6% | 2,168,766 | $182.4M |
| Pathstone Holdings, LLC | 0.80% | Reduce -0.2% | 2,021,933 | $170.0M |
| Keybank National Association | 0.63% | Reduce -1.9% | 1,821,027 | $153.1M |
| Commerce Bank | 0.93% | Reduce -6.8% | 1,671,615 | $140.6M |
| Mariner, LLC | 0.26% | Add +80.6% | 1,469,204 | $123.5M |
| Raymond James & Associates | 0.08% | Reduce -2.6% | 1,434,762 | $120.6M |
| Cetera Investment Advisers | 0.24% | Add +849.0% | 1,192,772 | $100.3M |
| First Western Trust Bank | 4.55% | Reduce -0.1% | 1,188,974 | $100.0M |
| Commonwealth Equity Services, LLC | 0.16% | Add +0.1% | 1,121,152 | $94.3M |
| Oakworth Capital, Inc. | 6.88% | Add +0.9% | 1,087,043 | $91.4M |
| Glenview Trust Co | 1.93% | Add +5.6% | 1,067,916 | $89.8M |
| Factory Mutual Insurance Co. | 1.01% | Reduce -52.1% | 1,048,700 | $88.2M |
| Synovus Financial Corp. | 1.14% | Reduce -0.3% | 1,046,481 | $88.0M |
| Avantax Advisory Services, Inc. | 0.78% | Reduce -10.1% | 1,043,472 | $87.7M |
| WASHINGTON TRUST Co | 3.12% | Add +1.2% | 1,008,965 | $84.8M |
| Composition Wealth, LLC | 2.13% | Reduce -4.7% | 1,005,019 | $84.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -2.9% | 970,599 | $81.6M |
| JMG Financial Group, Ltd. | 3.04% | Reduce -0.5% | 948,495 | $79.8M |
| Janney Montgomery Scott LLC | 0.23% | Reduce -0.6% | 934,694 | $78.6M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Reduce -8.4% | 933,106 | $78.5M |
| Bank of Montreal | 0.02% | Add +14.3% | 930,654 | $78.4M |
| Atlantic Union Bankshares Corp | 6.57% | Add +0.1% | 927,193 | $78.0M |
| Gilbert & Cook, Inc. | 10.60% | Reduce -0.2% | 925,114 | $77.8M |
| Albion Financial Group | 5.90% | Reduce -0.6% | 908,384 | $76.4M |
| German American Bancorp, Inc. | 8.35% | Add +5.2% | 825,980 | $69.5M |
| Country Trust Bank | 1.77% | Reduce -1.6% | 810,538 | $68.2M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -2.1% | 788,718 | $66.3M |
| Pegasus Partners Ltd. | 6.95% | Reduce -2.8% | 779,386 | $65.5M |
| Citigroup Inc. | 0.07% | Add +715.6% | 746,689 | $62.8M |
| Franklin Resources Inc. | 0.02% | Reduce -1.3% | 720,790 | $60.6M |
| International City Management Association Retirement Corp | 49.34% | No change | 702,067 | $59.0M |
| Millburn Ridgefield LLC | 1.62% | Add +5.0% | 697,781 | $58.7M |
| Catalyst Capital Advisors LLC | 1.41% | Add +5.0% | 697,781 | $58.7M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.54% | Reduce -0.8% | 653,290 | $54.9M |
| Citizens Business Bank | 11.19% | Reduce -0.9% | 638,425 | $53.7M |
| UMB Bank, n.a. | 0.83% | Add +6.3% | 623,867 | $52.5M |
| Badgley Phelps Wealth Managers, LLC | 1.26% | Add +2.0% | 597,795 | $50.3M |
| Cerity Partners LLC | 0.13% | Reduce -25.0% | 596,033 | $50.0M |
| M&T Bank Corp | 0.17% | Reduce -4.9% | 586,482 | $49.3M |
| Creative Planning | 0.05% | Add +1.0% | 570,817 | $48.0M |
| Comerica Bank | 0.20% | Reduce -0.9% | 556,168 | $46.8M |
| Osaic Holdings, Inc. | 0.10% | Reduce -4.1% | 552,341 | $46.5M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -0.1% | 542,065 | $45.6M |
| Starboard Value | 0.92% | Reduce -8.7% | 525,000 | $44.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -13.0% | 498,028 | $41.9M |
| AE Wealth Management LLC | 0.47% | Reduce -15.9% | 490,875 | $41.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +3.5% | 480,908 | $40.4M |
| Stock Yards Bank & Trust Co. | 1.30% | Reduce -0.4% | 465,890 | $39.2M |
| Texas Capital Bank Wealth Management Services Inc | 4.29% | Reduce -25.9% | 464,429 | $39.1M |
| Mesirow Financial Investment Management, Inc. | 0.88% | Add +8.0% | 462,297 | $38.9M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +0.7% | 457,550 | $38.5M |
| Dakota Wealth Management | 0.90% | Add +1.9% | 428,086 | $36.0M |
| Stephens Inc. | 0.55% | Add +3.0% | 424,020 | $35.7M |
| First Foundation Advisors | 1.42% | Add +5.8% | 421,140 | $35.4M |
| Corient Private Wealth LP | 0.06% | Reduce -0.1% | 419,615 | $35.3M |
| Alerus Financial NA | 2.64% | Reduce -0.9% | 415,562 | $34.9M |
| StoneX Group Inc. | 2.99% | Add +7.7% | 396,451 | $33.3M |
| Natixis Advisors, LLC | 0.07% | Reduce -22.8% | 381,399 | $32.1M |
| Captrust Financial Advisors | 0.11% | Reduce -11.7% | 360,085 | $30.3M |
| Stegner Investment Associates Inc. | 21.39% | Reduce -0.9% | 347,293 | $29.2M |
| Security National Bank | 4.37% | New | 343,196 | $28.9M |
| River Wealth Advisors LLC | 4.19% | Add +5.3% | 342,713 | $28.8M |
| BlackRock Inc. | 0.00% | Reduce -29.1% | 332,210 | $27.9M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -8.6% | 323,549 | $27.2M |
| MAI Capital Management | 0.28% | Add +2.5% | 319,702 | $26.9M |
| D.A. Davidson & Co. | 0.24% | Reduce -2.7% | 315,922 | $26.6M |
| Coldstream Capital Management Inc. | 0.67% | Reduce -0.3% | 314,300 | $26.4M |
| MML Investors Services, LLC | 0.11% | Reduce -4.9% | 309,123 | $26.0M |
| Brown Advisory Inc. | 0.03% | Add +4.4% | 305,649 | $25.7M |
| Coastline Trust Co | 3.05% | Reduce -0.1% | 299,750 | $25.2M |
| Hantz Financial Services, Inc. | 0.48% | Add +12.2% | 294,887 | $24.8M |
| Consolidated Investment Group LLC | 3.91% | No change | 287,160 | $24.1M |
| Focus Partners Wealth | 0.19% | Add +15.7% | 277,931 | $23.4M |
| XML Financial, LLC | 2.37% | Reduce -1.2% | 275,194 | $23.1M |
| Amarillo National Bank | 4.27% | Reduce -0.3% | 271,989 | $22.9M |
| Sigma Investment Counselors Inc. | 1.47% | Reduce -1.9% | 271,311 | $22.8M |
| Diversify Advisory Services, LLC | 1.32% | — | 268,603 | $22.4M |
"% of holder's portfolio" is IWR's weight in each manager's 13F, not the share of iShares Russell Mid-Cap ETF the manager owns.