Who owns iShares Russell Midcap Index Fund?
- Ticker: IWR
- CUSIP Number: 464287499
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Russell Midcap Index Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Russell Midcap Index Fund stock
Who bought or sold iShares Russell Midcap Index Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jones Financial Companies, L.L | 62M | $5.5B | 45% | Dec 2024 |
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| Bank of America Corporation | 62M | $5.4B | 4% | Dec 2024 |
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| Wells Fargo & Company | 34M | $3.0B | 3% | Dec 2024 |
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| Us Bancorp | 19M | $1.7B | -10% | Dec 2024 |
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| Pnc Financial Services | 13M | $1.2B | -1% | Dec 2024 |
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| Northern Trust | 9.3M | $822M | 1% | Dec 2024 |
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| Baird Financial | 8.1M | $714M | 1% | Dec 2024 |
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| Morgan Stanley | 8.0M | $705M | 7% | Dec 2024 |
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| Bank of New York Mellon | 7.2M | $635M | -1% | Dec 2024 |
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| Jpmorgan Chase & Co | 6.9M | $608M | -3% | Dec 2024 |
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| UBS Group | 5.4M | $475M | -12% | Dec 2024 |
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| Tiaa Trust, National Association | 4.2M | $373M | -3% | Dec 2024 |
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| Envestnet Asset Management | 4.2M | $371M | -1% | Dec 2024 |
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| Ameriprise Financial | 4.2M | $366M | 5% | Dec 2024 |
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| Envestnet Portfolio Solutions | 4.1M | $353M | 2% | Mar 2025 |
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| Amg National Trust Bank | 3.8M | $336M | 0% | Dec 2024 |
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| Branch Banking & Trust Company | 3.7M | $325M | 2% | Dec 2024 |
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| FMR | 2.9M | $260M | 2% | Dec 2024 |
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| Raymond James Financial | 2.7M | $238M | 100% | Dec 2024 |
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| LPL Financial | 2.6M | $234M | 1% | Dec 2024 |
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| Johnson Investment Counsel | 2.6M | $220M | 3% | Mar 2025 |
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| Goldman Sachs Group | 2.4M | $215M | -4% | Dec 2024 |
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| Atlantic Trust | 2.4M | $209M | 3% | Dec 2024 |
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| Royal Bank of Canada | 2.3M | $202M | 11% | Dec 2024 |
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| Fifth Third Bancorp | 2.1M | $181M | -1% | Mar 2025 |
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| Pathstone Holdings | 2.0M | $176M | 0% | Dec 2024 |
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| Keybank National Association | 1.7M | $152M | -1% | Dec 2024 |
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| Mariner Wealth Advisors | 1.6M | $145M | 2% | Dec 2024 |
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| Commerce Bank N A | 1.5M | $137M | -1% | Dec 2024 |
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| Bank Of Montreal | 1.2M | $110M | 33% | Dec 2024 |
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| Glenview Trust | 1.2M | $108M | 2% | Dec 2024 |
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| Oakworth Capital | 1.1M | $98M | 2% | Dec 2024 |
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| First Western Trust Bank | 1.1M | $97M | -4% | Dec 2024 |
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| Janney Montgomery Scott | 1.1M | $90M | 15% | Mar 2025 |
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| Cetera Investment Advisers | 1.1M | $93M | -12% | Dec 2024 |
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| Synovus Financial Corp. | 1.0M | $92M | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 1.0M | $90M | 1% | Dec 2024 |
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| H D Vest Advisory Services | 1.0M | $90M | 2% | Dec 2024 |
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| Commonwealth Equity Services | 999k | $88M | 3% | Dec 2024 |
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| Factory Mutual Insurance Company | 979k | $83M | 0% | Mar 2025 |
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| Washington Trust Company | 968k | $86M | -2% | Dec 2024 |
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| German American Bancorp | 930k | $82M | 1% | Dec 2024 |
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| Miracle Mile Advisors | 928k | $79M | 0% | Mar 2025 |
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| Lido Advisors | 907k | $80M | 562% | Dec 2024 |
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| JMG Financial Group | 907k | $80M | -3% | Dec 2024 |
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| Albion Financial Group | 876k | $78M | -3% | Dec 2024 |
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| Natixis Asset Management Advisors | 844k | $75M | -11% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 837k | $71M | 2% | Mar 2025 |
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| Umb Bank N A | 817k | $70M | 16% | Mar 2025 |
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| Hartland & Co | 785k | $69M | 0% | Dec 2024 |
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| Millburn Ridgefield | 775k | $66M | 7% | Mar 2025 |
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| Union Bankshares | 759k | $67M | 2% | Dec 2024 |
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| HPM Partners | 736k | $65M | 7% | Dec 2024 |
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| Rockefeller Capital Management | 735k | $65M | 33% | Dec 2024 |
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| Catalyst Capital Advisors | 726k | $64M | 1% | Dec 2024 |
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| International City Management Association Retirement | 702k | $60M | 0% | Mar 2025 |
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| Franklin Resources | 696k | $62M | -1% | Dec 2024 |
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| Citizens Business Bank | 627k | $55M | -1% | Dec 2024 |
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| Badgley Phelps Wealth Managers | 620k | $55M | 1% | Dec 2024 |
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| Creative Planning | 607k | $54M | 4% | Dec 2024 |
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| Country Trust Bank | 571k | $51M | -3% | Dec 2024 |
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| Mesirow Financial Investment Management International Equity | 550k | $49M | 1% | Dec 2024 |
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| Huntington National Bank | 540k | $48M | 4% | Dec 2024 |
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| HighTower Advisors | 526k | $47M | 5% | Dec 2024 |
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| Brian McDonald | 524k | $46M | -1% | Dec 2024 |
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| M^T Bank Corporation | 507k | $45M | -1% | Dec 2024 |
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| First Foundation Advisors | 498k | $44M | 6% | Dec 2024 |
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| Stock Yards Trust Company | 489k | $42M | 2% | Mar 2025 |
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| Advisor Group Holdings | 485k | $43M | -8% | Dec 2024 |
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| Cambridge Investment Research Advisors | 474k | $42M | 2% | Dec 2024 |
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| Oakmont Partners | 466k | $41M | 3% | Dec 2024 |
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| Stephens | 461k | $41M | 1% | Dec 2024 |
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| Gilbert & Cook | 461k | $41M | -52% | Dec 2024 |
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| Steward Partners Investment Advisory | 458k | $41M | 2% | Dec 2024 |
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| Colony | 458k | $41M | 12% | Dec 2024 |
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| CI Private Wealth | 436k | $39M | -2% | Dec 2024 |
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| Kayne Anderson Rudnick Investment Management | 420k | $37M | 164% | Dec 2024 |
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| Alerus Financial | 396k | $35M | -1% | Dec 2024 |
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| Life Line Wealth Management | 396k | $35M | 1% | Dec 2024 |
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| River Wealth Advisors | 384k | $34M | 5% | Dec 2024 |
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| MAI Wealth Advisors | 377k | $33M | 5% | Dec 2024 |
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| Texas Capital Bank Wealth Management Services | 355k | $31M | -8% | Dec 2024 |
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| Captrust Financial Advisors | 351k | $31M | 0% | Dec 2024 |
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| Consolidated Investment | 343k | $30M | 19% | Dec 2024 |
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| Coastline Trust | 334k | $30M | 6% | Dec 2024 |
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| Mml Investors Services | 326k | $29M | 6% | Dec 2024 |
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| Stegner Investment Associates | 321k | $28M | -4% | Dec 2024 |
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| Security National Bank | 319k | $28M | -7% | Dec 2024 |
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| Brown Advisory Holdings Incorporated | 318k | $28M | 4% | Dec 2024 |
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| D.A. Davidson & Co. | 306k | $27M | 1% | Dec 2024 |
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| Coldstream Capital Management | 306k | $27M | -1% | Dec 2024 |
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| BlackRock | 296k | $26M | 8% | Dec 2024 |
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| Bryn Mawr Trust | 288k | $26M | 14% | Dec 2024 |
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| Thrivent Financial for Lutherans | 285k | $25M | 5% | Dec 2024 |
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| Atlas Legacy Advisors | 278k | $25M | 100% | Dec 2024 |
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| XML Financial | 274k | $24M | -2% | Dec 2024 |
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| Amarillo National Bank | 269k | $24M | 0% | Dec 2024 |
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| Sigma Investment Counselors | 265k | $23M | -1% | Dec 2024 |
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| Hantz Financial Services | 263k | $23M | 100% | Dec 2024 |
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| Stifel Financial | 263k | $23M | 11% | Dec 2024 |
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| Regions Bank | 244k | $22M | 1% | Dec 2024 |
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| Stratos Wealth Partners | 242k | $21M | 1% | Dec 2024 |
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| Focus Financial Network | 242k | $21M | -2% | Mar 2025 |
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| Miller Investment Management | 230k | $20M | -1% | Dec 2024 |
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| Legacy Advisors | 229k | $20M | -1% | Dec 2024 |
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| Bnp Paribas Arbitrage, Snc | 228k | $20M | 16% | Dec 2024 |
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| Beacon Pointe Advisors | 221k | $20M | -9% | Dec 2024 |
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| Whittier Trust Co. of Nevada | 221k | $20M | -1% | Dec 2024 |
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| Sanctuary Advisors | 220k | $20M | -2% | Dec 2024 |
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| Fifth Third Wealth Advisors | 215k | $18M | 15% | Mar 2025 |
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| Members Advisory Group | 207k | $18M | 762% | Dec 2024 |
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| Mercer Global Advisors | 198k | $18M | 4% | Dec 2024 |
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| Bartlett & Co. Wealth Management | 198k | $18M | 2% | Dec 2024 |
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| Koss-Olinger Consulting | 196k | $17M | 0% | Dec 2024 |
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| Kestra Advisory Services | 193k | $17M | 23% | Dec 2024 |
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| Bank Of Oklahoma National Association / | 191k | $17M | 9% | Dec 2024 |
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| AE Wealth Management | 191k | $17M | 4% | Dec 2024 |
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| Ing Investment Management | 190k | $17M | 57% | Dec 2024 |
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| PFW Advisors | 189k | $16M | -2% | Mar 2025 |
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| Whittier Trust | 188k | $17M | 2% | Dec 2024 |
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| Sonata Capital | 188k | $17M | 0% | Dec 2024 |
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| Sontag Advisory | 183k | $16M | 5% | Dec 2024 |
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| Independent Advisor Alliance | 179k | $16M | 100% | Dec 2024 |
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| Bristlecone Advisors | 178k | $16M | 0% | Dec 2024 |
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| Private Advisor | 178k | $16M | 1% | Dec 2024 |
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| Streettalk Advisors | 177k | $16M | 0% | Dec 2024 |
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| Goss Wealth Management | 176k | $16M | -4% | Dec 2024 |
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| A.N. Culbertson & Company | 172k | $15M | 0% | Dec 2024 |
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| Woodstock Corp | 166k | $14M | -4% | Mar 2025 |
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| Bank of Nova Scotia | 165k | $15M | -22% | Dec 2024 |
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| Warren Averett Asset Management | 164k | $15M | 322% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 163k | $15M | 125% | Dec 2024 |
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| Patton Fund Management | 162k | $14M | 0% | Mar 2025 |
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| Callan Family Office | 162k | $14M | -1% | Dec 2024 |
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| Fidelis Capital Partners | 162k | $15M | 8% | Dec 2024 |
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| Unique Wealth | 161k | $14M | 32% | Mar 2025 |
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| Cresset Asset Management | 161k | $14M | -15% | Dec 2024 |
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| New South Capital Management | 157k | $14M | 189% | Dec 2024 |
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| Fox Financial | 156k | $13M | 1% | Mar 2025 |
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| Ccg Wealth Management | 155k | $14M | -1% | Dec 2024 |
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| Bradley, Foster & Sargent | 153k | $14M | -1% | Dec 2024 |
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| Bricktown Capital | 152k | $13M | -1% | Mar 2025 |
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| First Citizens Bank & Trust | 150k | $13M | -3% | Mar 2025 |
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| Bridges Investment Management | 149k | $13M | 0% | Dec 2024 |
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| LJI Wealth Management | 148k | $13M | -4% | Dec 2024 |
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| Prairieview Wealth Partners | 146k | $13M | -1% | Dec 2024 |
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| Washington Trust Bank | 145k | $13M | 0% | Dec 2024 |
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| Wintrust Financial Corporation | 144k | $13M | 7% | Dec 2024 |
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| William Blair $ Company | 144k | $13M | 3% | Dec 2024 |
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| Conning | 143k | $13M | 0% | Dec 2024 |
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| Stephenson National Bank & Trust | 137k | $12M | -12% | Dec 2024 |
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| Strategic Financial Partners | 127k | $11M | -23% | Dec 2024 |
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| Intl Fcstone | 81k | $7.2M | -78% | Dec 2024 |
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| Goodwin Investment Advisory | 49k | $4.2M | -79% | Dec 2024 |
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| International Assets Investment Management | 9.0k | $797k | -98% | Dec 2024 |
|
Who sold out of iShares Russell Midcap Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Proficio Capital Partners | Sep 2024 | 373k | $33M |
| BW Gestao de Investimentos | Sep 2024 | 189k | $17M |