iShares Russell Mid-Cap ETFIWRETF
13F holders, Q2 2024 (June 30)1,245holders −9
68new positions
79sold out
5famous investors
$80.97avg. 13F price*
At the end of Q2 2024, 1,245 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, down 9 from Q1 2024. 68 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($4.7B), Jones Financial Companies LLLP ($3.3B) and Wells Fargo & Company ($2.7B). 5 famous investors held it, including Jeff Smith (0.6% of Starboard Value's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $203.1M |
| Exits | 79 | $32.3M |
All 13F filers, Q1 2024 → Q2 2024: 25,106,528 shares bought and 6,525,432 shares sold, net +18,581,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,245 holders
| Bank of America Corp. | 0.46% | Add +0.0% | 58,536,117 | $4.7B |
| Jones Financial Companies LLLP | 3.87% | Add +67.6% | 41,272,200 | $3.3B |
| Wells Fargo & Company | 0.70% | Reduce -1.7% | 33,412,748 | $2.7B |
| US Bancorp \de | 2.35% | Add +0.8% | 21,249,473 | $1.7B |
| PNC Financial Services Group, Inc. | 0.74% | Reduce -2.2% | 13,719,560 | $1.1B |
| Northern Trust Corp. | 0.12% | Add +0.1% | 9,042,486 | $733.2M |
| Baird Financial Group, Inc. | 1.36% | Add +2.3% | 8,105,375 | $657.2M |
| Morgan Stanley | 0.05% | Reduce -0.7% | 7,457,831 | $604.7M |
| Bank of New York Mellon Corp | 0.11% | Reduce -7.5% | 7,360,828 | $596.8M |
| JPMorgan Chase & Co. | 0.05% | Reduce -1.2% | 6,861,195 | $556.3M |
| UBS Group AG | 0.13% | Reduce -4.7% | 5,173,187 | $419.4M |
| Tiaa Trust, National Association | 1.13% | Reduce -9.9% | 4,498,401 | $364.7M |
| Ameriprise Financial Inc. | 0.10% | Reduce -2.9% | 4,442,809 | $360.3M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.0% | 4,403,601 | $357.0M |
| Envestnet Portfolio Solutions, Inc. | 1.12% | Add +2.5% | 3,966,679 | $321.6M |
| AMG National Trust Bank | 8.44% | Add +2.0% | 3,846,913 | $311.9M |
| Truist Financial Corp. | 0.45% | Reduce -2.1% | 3,675,379 | $298.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +0.2% | 3,389,153 | $274.8M |
| LPL Financial LLC | 0.13% | Add +2.8% | 3,130,891 | $253.9M |
| FMR LLC | 0.01% | Add +0.8% | 2,809,829 | $227.8M |
| Johnson Investment Counsel Inc. | 2.01% | Add +6.2% | 2,358,594 | $191.2M |
| CIBC Private Wealth Group LLC | 0.35% | Reduce -1.5% | 2,278,843 | $184.3M |
| Fifth Third Bancorp | 0.70% | Reduce -1.6% | 2,253,257 | $182.7M |
| Royal Bank of Canada | 0.04% | Reduce -1.4% | 2,137,828 | $173.3M |
| Pathstone Holdings, LLC | 0.73% | Reduce -1.3% | 1,996,652 | $161.9M |
| Keybank National Association | 0.59% | Reduce -2.9% | 1,769,061 | $143.4M |
| Natixis Advisors, LLC | 0.29% | Add +337.4% | 1,668,038 | $135.2M |
| Commerce Bank | 0.83% | Reduce -5.2% | 1,585,369 | $128.5M |
| Mariner, LLC | 0.23% | Reduce -0.2% | 1,466,374 | $118.9M |
| Raymond James & Associates | 0.08% | Reduce -1.2% | 1,417,960 | $115.0M |
| Cetera Investment Advisers | 0.23% | Add +2.2% | 1,219,350 | $98.9M |
| Premier Fund Managers Ltd | 3.90% | New | 1,200,000 | $97.2M |
| First Western Trust Bank | 4.48% | Reduce -2.4% | 1,160,244 | $94.1M |
| Glenview Trust Co | 1.89% | Add +8.2% | 1,155,821 | $93.7M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +22.8% | 1,145,964 | $92.9M |
| Oakworth Capital, Inc. | 6.40% | Reduce -0.7% | 1,079,697 | $87.5M |
| Synovus Financial Corp. | 1.11% | Reduce -0.9% | 1,036,670 | $84.1M |
| Avantax Advisory Services, Inc. | 0.60% | Reduce -1.1% | 1,031,580 | $83.6M |
| WASHINGTON TRUST Co | 3.00% | Add +0.1% | 1,009,990 | $81.9M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.5% | 995,380 | $80.7M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -11.7% | 989,995 | $80.3M |
| Composition Wealth, LLC | 1.91% | Reduce -4.0% | 965,174 | $78.3M |
| Atlantic Union Bankshares Corp | 4.72% | Add +0.7% | 934,014 | $75.7M |
| JMG Financial Group, Ltd. | 2.83% | Reduce -1.6% | 933,520 | $75.7M |
| Janney Montgomery Scott LLC | 0.23% | Reduce -1.1% | 924,562 | $75.0M |
| Bank of Montreal | 0.02% | Reduce -1.3% | 918,522 | $74.6M |
| Albion Financial Group | 5.54% | Reduce -0.2% | 906,653 | $73.5M |
| Gilbert & Cook, Inc. | 10.72% | Reduce -2.2% | 904,844 | $73.4M |
| German American Bancorp, Inc. | 7.81% | Add +1.6% | 839,041 | $68.0M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +3.9% | 819,743 | $66.5M |
| Clearstead Advisors, LLC | 1.08% | Add +528.2% | 780,185 | $63.3M |
| Pegasus Partners Ltd. | 6.15% | Reduce -3.5% | 751,772 | $61.0M |
| Millburn Ridgefield LLC | 1.59% | Add +5.1% | 733,306 | $59.5M |
| Catalyst Capital Advisors LLC | 1.37% | Add +5.1% | 733,306 | $59.5M |
| Franklin Resources Inc. | 0.02% | Reduce -1.5% | 710,246 | $57.6M |
| International City Management Association Retirement Corp | 41.60% | No change | 702,067 | $56.9M |
| Factory Mutual Insurance Co. | 0.65% | Reduce -33.4% | 698,700 | $56.7M |
| UMB Bank, n.a. | 0.88% | Add +5.8% | 660,295 | $53.5M |
| Focus Partners Wealth | 0.17% | Add +124.5% | 623,978 | $51.4M |
| Citizens Business Bank | 10.85% | Reduce -0.8% | 633,028 | $51.3M |
| Cerity Partners LLC | 0.14% | Add +6.0% | 631,992 | $51.2M |
| Badgley Phelps Wealth Managers, LLC | 1.22% | Add +1.8% | 608,781 | $49.4M |
| Country Trust Bank | 1.24% | Reduce -25.1% | 606,772 | $49.2M |
| Osaic Holdings, Inc. | 0.11% | Add +8.0% | 596,489 | $48.4M |
| Creative Planning | 0.05% | Add +0.8% | 575,434 | $46.7M |
| Comerica Bank | 0.19% | Add +0.2% | 557,523 | $45.2M |
| M&T Bank Corp | 0.15% | Reduce -5.9% | 551,811 | $44.7M |
| Rockefeller Capital Management L.P. | 0.13% | Add +0.4% | 544,220 | $44.1M |
| HighTower Advisors, LLC | 0.06% | Add +3.5% | 515,335 | $41.8M |
| AE Wealth Management LLC | 0.41% | Add +2.1% | 501,030 | $40.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +2.2% | 491,410 | $39.8M |
| Assetmark, Inc. | 0.12% | New | 486,357 | $39.4M |
| Stock Yards Bank & Trust Co. | 1.27% | Add +1.8% | 474,336 | $38.5M |
| Mesirow Financial Investment Management, Inc. | 0.86% | Add +1.9% | 470,970 | $38.2M |
| Steward Partners Investment Advisory, LLC | 0.39% | Reduce -1.0% | 452,792 | $36.7M |
| Corient Private Wealth LP | 0.06% | Add +5.8% | 443,929 | $36.0M |
| Dakota Wealth Management | 0.84% | Add +2.8% | 440,007 | $35.7M |
| Stephens Inc. | 0.54% | Add +2.7% | 435,305 | $35.3M |
| First Foundation Advisors | 1.35% | Add +3.4% | 435,267 | $35.3M |
| Alerus Financial NA | 2.54% | Add +0.7% | 418,596 | $33.9M |
| StoneX Group Inc. | 2.71% | Add +5.6% | 418,474 | $33.9M |
| Texas Capital Bank Wealth Management Services Inc | 3.47% | Reduce -11.4% | 411,509 | $33.4M |
| Captrust Financial Advisors | 0.09% | Add +0.1% | 360,268 | $29.2M |
| River Wealth Advisors LLC | 4.13% | Add +3.7% | 355,530 | $28.8M |
| Security National Bank | 4.04% | No change | 343,196 | $27.8M |
| Stegner Investment Associates Inc. | 19.92% | Reduce -1.7% | 341,515 | $27.7M |
| MAI Capital Management | 0.27% | Add +5.1% | 335,930 | $27.2M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -0.3% | 322,563 | $26.2M |
| D.A. Davidson & Co. | 0.23% | Add +2.0% | 322,177 | $26.1M |
| Brown Advisory Inc. | 0.03% | Add +0.1% | 305,995 | $24.8M |
| MML Investors Services, LLC | 0.10% | Reduce -1.5% | 304,609 | $24.7M |
| Coastline Trust Co | 2.86% | Add +0.6% | 301,602 | $24.5M |
| Coldstream Capital Management Inc. | 0.59% | Reduce -4.5% | 300,271 | $24.3M |
| Starboard Value | 0.57% | Reduce -42.9% | 300,000 | $24.3M |
| Consolidated Investment Group LLC | 3.61% | No change | 287,160 | $23.3M |
| XML Financial, LLC | 2.22% | Reduce -1.0% | 272,395 | $22.1M |
| BlackRock Inc. | 0.00% | Reduce -18.3% | 271,450 | $22.0M |
| Hantz Financial Services, Inc. | 0.42% | Reduce -8.4% | 270,015 | $21.9M |
| Sigma Investment Counselors Inc. | 1.36% | Reduce -1.0% | 268,605 | $21.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +79.8% | 265,527 | $21.5M |
"% 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.