iShares Russell Mid-Cap ETFIWRETF
13F holders, Q4 2024 (December 31)1,415holders +118
97new positions
54sold out
5famous investors
$88.41avg. 13F price*
At the end of Q4 2024, 1,415 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 118 from Q3 2024. 97 opened new positions and 54 sold out. The largest holders were Jones Financial Companies LLLP ($5.5B), Bank of America Corp. ($5.4B) and Wells Fargo & Company ($3.0B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $68.0M |
| Exits | 54 | $88.0M |
All 13F filers, Q3 2024 → Q4 2024: 29,049,956 shares bought and 7,281,625 shares sold, net +21,768,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,415 holders
| Jones Financial Companies LLLP | 5.23% | Add +44.7% | 62,207,278 | $5.5B |
| Bank of America Corp. | 0.50% | Add +4.0% | 61,629,917 | $5.4B |
| Wells Fargo & Company | 0.73% | Add +2.7% | 34,162,440 | $3.0B |
| US Bancorp \de | 2.19% | Reduce -10.4% | 18,906,960 | $1.7B |
| PNC Financial Services Group, Inc. | 0.79% | Reduce -0.5% | 13,436,472 | $1.2B |
| Northern Trust Corp. | 0.12% | Add +1.1% | 9,295,433 | $821.7M |
| Baird Financial Group, Inc. | 1.37% | Add +0.8% | 8,076,087 | $713.9M |
| Morgan Stanley | 0.05% | Add +6.7% | 7,975,571 | $705.0M |
| Bank of New York Mellon Corp | 0.12% | Reduce -1.5% | 7,177,499 | $634.5M |
| JPMorgan Chase & Co. | 0.05% | Reduce -2.5% | 6,882,774 | $608.4M |
| UBS Group AG | 0.11% | Reduce -12.3% | 5,376,169 | $475.3M |
| Tiaa Trust, National Association | 1.13% | Reduce -3.4% | 4,217,270 | $372.8M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -1.2% | 4,192,442 | $370.6M |
| Ameriprise Financial Inc. | 0.09% | Add +4.7% | 4,152,355 | $366.3M |
| Envestnet Portfolio Solutions, Inc. | 1.18% | Add +1.0% | 4,071,476 | $359.9M |
| AMG National Trust Bank | 9.27% | Reduce -0.2% | 3,798,305 | $335.9M |
| Truist Financial Corp. | 0.51% | Add +1.7% | 3,674,764 | $324.8M |
| FMR LLC | 0.02% | Add +2.4% | 2,940,943 | $260.0M |
| Raymond James Financial Inc. | 0.09% | — | 2,689,606 | $237.8M |
| LPL Financial LLC | 0.10% | Add +1.1% | 2,641,941 | $233.5M |
| Johnson Investment Counsel Inc. | 2.17% | Add +3.5% | 2,518,732 | $222.7M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -3.5% | 2,432,651 | $215.0M |
| CIBC Private Wealth Group LLC | 0.38% | Add +3.5% | 2,351,713 | $209.2M |
| Royal Bank of Canada | 0.04% | Add +10.6% | 2,287,454 | $202.2M |
| Fifth Third Bancorp | 0.69% | Reduce -2.3% | 2,152,033 | $190.2M |
| Pathstone Holdings, LLC | 0.78% | Reduce -0.2% | 1,992,444 | $176.1M |
| Keybank National Association | 0.58% | Reduce -0.8% | 1,716,663 | $151.8M |
| Mariner, LLC | 0.24% | Add +1.9% | 1,639,655 | $144.9M |
| Commerce Bank | 0.84% | Reduce -1.4% | 1,544,150 | $136.5M |
| Bank of Montreal | 0.06% | Add +33.0% | 1,242,730 | $109.9M |
| Glenview Trust Co | 2.02% | Add +2.4% | 1,221,306 | $108.0M |
| Oakworth Capital, Inc. | 6.77% | Add +1.9% | 1,113,122 | $98.4M |
| First Western Trust Bank | 4.49% | Reduce -4.0% | 1,100,618 | $97.3M |
| Cetera Investment Advisers | 0.19% | Reduce -11.9% | 1,052,246 | $93.0M |
| Synovus Financial Corp. | 1.17% | Reduce -0.4% | 1,037,300 | $91.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +0.9% | 1,017,252 | $89.9M |
| Avantax Advisory Services, Inc. | 0.56% | Add +1.7% | 1,013,433 | $89.6M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.9% | 999,043 | $88.3M |
| Factory Mutual Insurance Co. | 0.94% | No change | 978,700 | $86.5M |
| WASHINGTON TRUST Co | 3.07% | Reduce -1.7% | 967,491 | $85.5M |
| Composition Wealth, LLC | 1.67% | Reduce -3.8% | 931,823 | $82.4M |
| German American Bancorp, Inc. | 8.61% | Add +1.4% | 929,870 | $82.2M |
| Janney Montgomery Scott LLC | 0.23% | Add +0.1% | 923,463 | $81.6M |
| Lido Advisors, LLC | 0.51% | Add +561.9% | 906,836 | $80.2M |
| JMG Financial Group, Ltd. | 2.73% | Reduce -2.6% | 906,460 | $80.1M |
| Albion Financial Group | 5.30% | Reduce -3.3% | 876,233 | $77.5M |
| Natixis Advisors, LLC | 0.14% | Reduce -10.6% | 843,837 | $74.6M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -0.4% | 822,824 | $72.7M |
| Clearstead Advisors, LLC | 1.06% | Add +0.5% | 785,146 | $69.4M |
| Atlantic Union Bankshares Corp | 3.91% | Add +2.4% | 759,391 | $67.1M |
| Cerity Partners LLC | 0.14% | Add +6.5% | 736,150 | $65.1M |
| Rockefeller Capital Management L.P. | 0.17% | Add +33.2% | 735,272 | $65.0M |
| Millburn Ridgefield LLC | 1.60% | Add +0.8% | 725,573 | $64.1M |
| Catalyst Capital Advisors LLC | 1.37% | Add +0.8% | 725,573 | $64.1M |
| UMB Bank, n.a. | 0.98% | Add +6.7% | 703,010 | $62.1M |
| International City Management Association Retirement Corp | 38.17% | No change | 702,067 | $62.1M |
| Franklin Resources Inc. | 0.02% | Reduce -0.9% | 695,927 | $61.5M |
| Badgley Phelps Wealth Managers, LLC | 1.28% | Add +0.8% | 620,112 | $54.8M |
| Creative Planning | 0.05% | Add +4.4% | 607,125 | $53.7M |
| Country Trust Bank | 1.26% | Reduce -2.7% | 571,018 | $50.5M |
| Mesirow Financial Investment Management, Inc. | 0.97% | Add +0.9% | 549,734 | $48.6M |
| Citizens Business Bank | 11.10% | Reduce -16.8% | 526,958 | $46.6M |
| HighTower Advisors, LLC | 0.06% | Add +4.7% | 525,993 | $46.5M |
| Comerica Bank | 0.19% | Reduce -1.3% | 523,747 | $46.3M |
| M&T Bank Corp | 0.15% | Reduce -0.6% | 506,678 | $44.8M |
| First Foundation Advisors | 1.66% | Add +6.1% | 497,899 | $44.0M |
| Stock Yards Bank & Trust Co. | 1.45% | Add +1.4% | 478,331 | $42.3M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +2.2% | 474,190 | $41.9M |
| Dakota Wealth Management | 0.95% | Add +3.1% | 465,545 | $41.2M |
| Osaic Holdings, Inc. | 0.09% | Reduce -12.4% | 461,996 | $40.9M |
| Stephens Inc. | 0.57% | Add +1.5% | 460,989 | $40.8M |
| Gilbert & Cook, Inc. | 5.74% | Reduce -51.7% | 460,925 | $40.7M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +1.6% | 458,218 | $40.5M |
| Focus Partners Wealth | 0.11% | Add +12.1% | 457,598 | $40.5M |
| Corient Private Wealth LP | 0.06% | Reduce -1.7% | 435,961 | $38.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Add +164.2% | 419,485 | $37.1M |
| Alerus Financial NA | 2.68% | Reduce -1.1% | 395,500 | $35.0M |
| Life Line Wealth Management LLC | 12.47% | Add +0.5% | 395,480 | $35.0M |
| River Wealth Advisors LLC | 4.49% | Add +5.1% | 383,503 | $33.9M |
| MAI Capital Management | 0.25% | Add +5.2% | 377,344 | $33.4M |
| Texas Capital Bank Wealth Management Services Inc | 3.21% | Reduce -8.2% | 354,809 | $31.4M |
| Captrust Financial Advisors | 0.09% | Reduce -0.5% | 351,295 | $31.1M |
| Consolidated Investment Group LLC | 4.25% | Add +19.4% | 342,860 | $30.3M |
| Coastline Trust Co | 3.46% | Add +6.4% | 334,060 | $29.5M |
| MML Investors Services, LLC | 0.10% | Add +5.6% | 325,882 | $28.8M |
| Stegner Investment Associates Inc. | 18.78% | Reduce -4.3% | 320,946 | $28.4M |
| Security National Bank | 4.02% | Reduce -7.1% | 318,716 | $28.2M |
| Brown Advisory Inc. | 0.04% | Add +3.9% | 317,993 | $28.1M |
| D.A. Davidson & Co. | 0.22% | Add +1.0% | 305,876 | $27.0M |
| Coldstream Capital Management Inc. | 0.58% | Reduce -1.2% | 305,824 | $27.0M |
| Thrivent Financial for Lutherans | 0.05% | Add +4.5% | 284,604 | $26.3M |
| BlackRock, Inc. | 0.00% | Add +8.0% | 296,151 | $26.2M |
| Wilmington Savings Fund Society, FSB | 0.46% | Add +13.6% | 288,273 | $25.5M |
| Atlas Legacy Advisors, LLC | 5.96% | — | 278,256 | $24.6M |
| XML Financial, LLC | 2.22% | Reduce -1.9% | 273,912 | $24.2M |
| Amarillo National Bank | 4.37% | Reduce -0.2% | 269,221 | $23.8M |
| Sigma Investment Counselors Inc. | 1.38% | Reduce -0.7% | 264,962 | $23.4M |
| Hantz Financial Services, Inc. | 0.41% | Add +3.0% | 263,216 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +11.3% | 262,785 | $23.2M |
| Focus Financial Network, Inc. | 0.87% | Add +1.3% | 246,668 | $21.8M |
"% 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.