iShares Russell Mid-Cap ETFIWRETF
13F holders, Q3 2024 (September 30)1,297holders +52
96new positions
44sold out
4famous investors
$88.13avg. 13F price*
At the end of Q3 2024, 1,297 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 52 from Q2 2024. 96 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($5.2B), Jones Financial Companies LLLP ($3.8B) and Wells Fargo & Company ($2.9B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $130.9M |
| Exits | 44 | $157.6M |
All 13F filers, Q2 2024 → Q3 2024: 8,057,044 shares bought and 9,516,304 shares sold, net −1,459,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,297 holders
| Bank of America Corp. | 0.46% | Add +1.3% | 59,278,770 | $5.2B |
| Jones Financial Companies LLLP | 3.88% | Add +4.2% | 42,990,340 | $3.8B |
| Wells Fargo & Company | 0.71% | Reduce -0.4% | 33,268,064 | $2.9B |
| US Bancorp \de | 2.39% | Reduce -0.7% | 21,106,801 | $1.9B |
| PNC Financial Services Group, Inc. | 0.76% | Reduce -1.5% | 13,509,371 | $1.2B |
| Northern Trust Corp. | 0.13% | Add +1.6% | 9,190,346 | $810.0M |
| Baird Financial Group, Inc. | 1.37% | Reduce -1.1% | 8,014,745 | $706.4M |
| Morgan Stanley | 0.05% | Add +0.3% | 7,476,244 | $659.0M |
| Bank of New York Mellon Corp | 0.12% | Reduce -1.0% | 7,286,739 | $642.3M |
| JPMorgan Chase & Co. | 0.05% | Add +2.9% | 7,059,914 | $622.3M |
| UBS Group AG | 0.15% | Add +18.5% | 6,131,205 | $540.4M |
| Tiaa Trust, National Association | 1.15% | Reduce -3.0% | 4,363,975 | $384.6M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -3.6% | 4,245,050 | $374.2M |
| Envestnet Portfolio Solutions, Inc. | 1.15% | Add +1.6% | 4,031,577 | $355.3M |
| Ameriprise Financial Inc. | 0.09% | Reduce -10.7% | 3,966,136 | $349.7M |
| AMG National Trust Bank | 9.08% | Reduce -1.1% | 3,805,322 | $335.4M |
| Truist Financial Corp. | 0.50% | Reduce -1.7% | 3,612,734 | $318.4M |
| FMR LLC | 0.02% | Add +2.2% | 2,872,877 | $253.2M |
| LPL Financial LLC | 0.10% | Reduce -16.5% | 2,613,866 | $230.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -25.6% | 2,521,452 | $222.2M |
| Johnson Investment Counsel Inc. | 2.11% | Add +3.1% | 2,432,586 | $214.4M |
| CIBC Private Wealth Group LLC | 0.36% | Reduce -0.3% | 2,272,972 | $200.3M |
| Fifth Third Bancorp | 0.70% | Reduce -2.3% | 2,202,268 | $194.1M |
| Royal Bank of Canada | 0.04% | Reduce -3.2% | 2,069,240 | $182.4M |
| Pathstone Holdings, LLC | 0.79% | Reduce -0.0% | 1,995,883 | $175.9M |
| Keybank National Association | 0.59% | Reduce -2.2% | 1,730,657 | $152.5M |
| Mariner, LLC | 0.25% | Add +9.7% | 1,608,961 | $141.8M |
| Commerce Bank | 0.85% | Reduce -1.2% | 1,566,542 | $138.1M |
| Raymond James & Associates | 0.08% | Add +2.6% | 1,454,215 | $128.2M |
| Cetera Investment Advisers | 0.23% | Reduce -2.0% | 1,194,643 | $105.3M |
| Glenview Trust Co | 2.02% | Add +3.2% | 1,192,883 | $105.1M |
| First Western Trust Bank | 4.54% | Reduce -1.2% | 1,146,405 | $101.0M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -1.4% | 1,130,482 | $99.6M |
| Oakworth Capital, Inc. | 6.68% | Add +1.2% | 1,092,885 | $96.3M |
| Synovus Financial Corp. | 1.06% | Add +0.5% | 1,041,917 | $91.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.3% | 1,007,781 | $88.8M |
| Avantax Advisory Services, Inc. | 0.58% | Reduce -3.4% | 996,134 | $87.8M |
| WASHINGTON TRUST Co | 3.04% | Reduce -2.6% | 983,778 | $86.7M |
| Factory Mutual Insurance Co. | 0.89% | Add +40.1% | 978,700 | $86.3M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.9% | 970,934 | $85.6M |
| Composition Wealth, LLC | 1.98% | Add +0.3% | 968,598 | $85.4M |
| Gilbert & Cook, Inc. | 11.57% | Add +5.5% | 954,994 | $84.2M |
| Natixis Advisors, LLC | 0.16% | Reduce -43.4% | 944,082 | $83.2M |
| Bank of Montreal | 0.04% | Add +1.7% | 934,511 | $82.2M |
| JMG Financial Group, Ltd. | 2.80% | Reduce -0.3% | 930,442 | $82.0M |
| Janney Montgomery Scott LLC | 0.23% | Reduce -0.2% | 922,630 | $81.3M |
| German American Bancorp, Inc. | 8.55% | Add +9.2% | 916,584 | $80.8M |
| Albion Financial Group | 5.54% | Reduce -0.1% | 905,836 | $79.8M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +0.8% | 826,480 | $72.8M |
| Clearstead Advisors, LLC | 1.07% | Add +0.1% | 781,250 | $68.9M |
| Pegasus Partners Ltd. | 6.18% | Reduce -0.5% | 748,362 | $66.0M |
| Atlantic Union Bankshares Corp | 3.80% | Reduce -20.6% | 741,344 | $65.3M |
| Millburn Ridgefield LLC | 1.66% | Reduce -1.9% | 719,519 | $63.4M |
| Catalyst Capital Advisors LLC | 1.43% | Reduce -1.9% | 719,519 | $63.4M |
| Franklin Resources Inc. | 0.02% | Reduce -1.1% | 702,494 | $62.9M |
| International City Management Association Retirement Corp | 40.71% | No change | 702,067 | $61.9M |
| Cerity Partners LLC | 0.13% | Add +9.4% | 691,132 | $60.9M |
| UMB Bank, n.a. | 0.90% | Reduce -0.2% | 659,093 | $58.1M |
| Citizens Business Bank | 11.26% | Reduce -0.0% | 632,992 | $55.8M |
| Badgley Phelps Wealth Managers, LLC | 1.26% | Add +1.0% | 614,997 | $54.2M |
| Country Trust Bank | 1.26% | Reduce -3.3% | 586,682 | $51.7M |
| Creative Planning | 0.05% | Add +1.0% | 581,328 | $51.2M |
| Rockefeller Capital Management L.P. | 0.13% | Add +1.4% | 551,969 | $48.6M |
| Mesirow Financial Investment Management, Inc. | 0.93% | Add +15.7% | 544,936 | $48.0M |
| Comerica Bank | 0.19% | Reduce -4.8% | 530,594 | $46.8M |
| Osaic Holdings, Inc. | 0.10% | Reduce -11.5% | 527,687 | $46.5M |
| M&T Bank Corp | 0.15% | Reduce -7.6% | 509,633 | $44.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -2.5% | 502,252 | $44.3M |
| Stock Yards Bank & Trust Co. | 1.34% | Reduce -0.6% | 471,542 | $41.6M |
| First Foundation Advisors | 1.56% | Add +7.8% | 469,235 | $41.4M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -5.5% | 464,142 | $40.9M |
| Stephens Inc. | 0.57% | Add +4.3% | 454,262 | $40.0M |
| Dakota Wealth Management | 0.90% | Add +2.6% | 451,600 | $39.8M |
| Steward Partners Investment Advisory, LLC | 0.37% | Reduce -0.4% | 450,815 | $39.7M |
| Corient Private Wealth LP | 0.06% | Reduce -0.1% | 443,477 | $39.1M |
| Focus Partners Wealth | 0.11% | Reduce -34.6% | 408,083 | $36.0M |
| Alerus Financial NA | 2.59% | Reduce -4.5% | 399,888 | $35.2M |
| Life Line Wealth Management LLC | 12.39% | New | 393,365 | $34.7M |
| Texas Capital Bank Wealth Management Services Inc | 3.35% | Reduce -6.0% | 386,611 | $34.1M |
| Proficio Capital Partners LLC | 3.27% | New | 373,107 | $32.9M |
| StoneX Group Inc. | 2.35% | Reduce -12.6% | 365,933 | $32.3M |
| River Wealth Advisors LLC | 4.29% | Add +2.6% | 364,949 | $32.2M |
| MAI Capital Management | 0.30% | Add +6.7% | 358,564 | $31.6M |
| Captrust Financial Advisors | 0.09% | Reduce -2.0% | 353,047 | $31.1M |
| Security National Bank | 4.11% | No change | 343,196 | $30.2M |
| Stegner Investment Associates Inc. | 20.08% | Reduce -1.8% | 335,220 | $29.5M |
| Coastline Trust Co | 3.25% | Add +4.1% | 313,986 | $27.7M |
| Coldstream Capital Management Inc. | 0.59% | Add +3.1% | 309,573 | $27.3M |
| MML Investors Services, LLC | 0.10% | Add +1.3% | 308,520 | $27.2M |
| Brown Advisory Inc. | 0.03% | Add +0.1% | 306,165 | $27.0M |
| D.A. Davidson & Co. | 0.22% | Reduce -6.0% | 302,835 | $26.7M |
| Consolidated Investment Group LLC | 3.76% | No change | 287,160 | $25.3M |
| XML Financial, LLC | 2.28% | Add +2.5% | 279,287 | $24.6M |
| BlackRock, Inc. | 0.00% | — | 274,186 | $24.2M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -15.6% | 272,292 | $24.0M |
| Amarillo National Bank | 4.34% | Add +2.6% | 269,651 | $23.8M |
| Sigma Investment Counselors Inc. | 1.38% | Reduce -0.7% | 266,824 | $23.5M |
| Hantz Financial Services, Inc. | 0.40% | Reduce -5.3% | 255,637 | $22.5M |
| Wilmington Savings Fund Society, FSB | 0.40% | Add +271.6% | 253,749 | $22.4M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +9.5% | 244,138 | $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.