iShares Russell Mid-Cap ETFIWRETF
13F holders, Q2 2026 (June 30)1,597holders +73
121new positions
50sold out
6famous investors
$110.13avg. 13F price*
At the end of Q2 2026, 1,597 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 73 from Q1 2026. 121 opened new positions and 50 sold out. The largest holders were Jones Financial Companies LLLP ($10.9B), Bank of America Corp. ($7.6B) and Wells Fargo & Company ($5.0B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $94.2M |
| Exits | 50 | $25.7M |
All 13F filers, Q1 2026 → Q2 2026: 21,204,446 shares bought and 4,774,174 shares sold, net +16,430,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,597 holders
| Jones Financial Companies LLLP | 4.37% | Add +7.2% | 99,650,083 | $10.9B |
| Bank of America Corp. | 0.49% | Add +4.6% | 68,880,354 | $7.6B |
| Wells Fargo & Company | 0.87% | Add +5.9% | 45,367,356 | $5.0B |
| US Bancorp \de | 1.54% | Reduce -1.1% | 12,780,590 | $1.4B |
| PNC Financial Services Group, Inc. | 0.68% | Add +1.1% | 12,472,614 | $1.4B |
| Morgan Stanley | 0.07% | Add +8.6% | 11,932,912 | $1.3B |
| Bank of New York Mellon Corp | 0.19% | Add +0.1% | 10,734,592 | $1.2B |
| Baird Financial Group, Inc. | 1.62% | Add +18.9% | 10,660,298 | $1.2B |
| Northern Trust Corp. | 0.13% | Reduce -0.6% | 10,120,436 | $1.1B |
| Royal Bank of Canada | 0.15% | Add +3.1% | 8,115,880 | $895.3M |
| JPMorgan Chase & Co. | 0.05% | Add +6.8% | 7,379,679 | $812.9M |
| UBS Group AG | 0.13% | Add +1.5% | 7,353,365 | $811.2M |
| Envestnet Asset Management Inc. | 0.12% | Add +0.7% | 4,500,690 | $496.5M |
| Truist Financial Corp. | 0.54% | Reduce -1.4% | 4,120,231 | $454.5M |
| FMR LLC | 0.02% | Reduce -5.3% | 3,871,981 | $427.2M |
| AMG National Trust Bank | 8.78% | Reduce -0.5% | 3,869,983 | $426.9M |
| LPL Financial LLC | 0.09% | Reduce -0.7% | 3,730,141 | $411.5M |
| CIBC Bancorp USA Inc. | 0.43% | Add +0.3% | 3,158,174 | $348.4M |
| Ameriprise Financial Inc. | 0.07% | Add +2.0% | 3,077,347 | $340.2M |
| Johnson Investment Counsel Inc. | 2.42% | Add +3.2% | 3,001,929 | $331.2M |
| Raymond James Financial Inc. | 0.08% | Reduce -0.2% | 2,794,796 | $308.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.04% | Reduce -2.3% | 2,745,783 | $302.9M |
| Fifth Third Bancorp | 0.45% | Reduce -1.8% | 2,501,173 | $275.9M |
| Natixis Advisors, LLC | 0.31% | Reduce -15.1% | 2,475,295 | $273.1M |
| Cetera Investment Advisers | 0.21% | Reduce -0.3% | 2,128,236 | $234.8M |
| Bank of Montreal | 0.08% | Add +0.9% | 1,984,789 | $219.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.5% | 1,976,882 | $218.1M |
| Pathstone Holdings, LLC | 0.61% | Reduce -0.0% | 1,904,250 | $210.1M |
| Mariner, LLC | 0.20% | Reduce -1.2% | 1,727,554 | $190.6M |
| Keybank National Association | 0.57% | Reduce -0.6% | 1,557,703 | $171.8M |
| Commerce Bank | 0.70% | Reduce -2.6% | 1,439,471 | $158.8M |
| Glenview Trust Co | 2.15% | Add +4.3% | 1,408,028 | $155.3M |
| Pinnacle Financial Partners, Inc. | 0.94% | Reduce -0.6% | 1,245,534 | $137.4M |
| Oakworth Capital, Inc. | 6.50% | Add +1.9% | 1,239,128 | $136.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.4% | 1,214,574 | $134.0M |
| Waverly Advisors, LLC | 0.76% | Add +8.1% | 1,187,415 | $131.0M |
| Performa Ltd (US), LLC | 20.01% | Add +465.1% | 1,124,020 | $124.0M |
| Atlantic Union Bankshares Corp | 1.91% | Add +19.5% | 1,035,865 | $114.3M |
| First Western Trust Bank | 5.50% | Reduce -1.7% | 1,022,959 | $112.9M |
| UMB Bank, n.a. | 1.41% | Add +4.9% | 1,012,156 | $111.7M |
| Alerus Financial NA | 4.75% | Add +0.6% | 985,225 | $108.7M |
| Cerity Partners LLC | 0.13% | Add +7.9% | 969,045 | $106.9M |
| German American Bancorp, Inc. | 7.98% | Add +0.1% | 962,740 | $106.2M |
| Rockefeller Capital Management L.P. | 0.16% | Add +1.2% | 961,062 | $106.0M |
| Lido Advisors, LLC | 0.37% | Add +2.5% | 940,349 | $103.7M |
| Creative Planning | 0.06% | Reduce -2.2% | 936,524 | $103.3M |
| Janney Montgomery Scott LLC | 0.20% | Reduce -0.1% | 915,320 | $101.0M |
| JMG Financial Group, Ltd. | 2.43% | Reduce -0.3% | 913,629 | $100.8M |
| WASHINGTON TRUST Co | 3.10% | Reduce -0.8% | 904,618 | $99.8M |
| Osaic Holdings, Inc. | 0.12% | Add +20.2% | 895,795 | $98.9M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -3.0% | 838,027 | $92.5M |
| Millburn Ridgefield LLC | 1.60% | No change | 768,475 | $84.8M |
| Catalyst Capital Advisors LLC | 1.41% | No change | 768,475 | $84.8M |
| Clearstead Advisors, LLC | 0.79% | Reduce -0.8% | 762,482 | $84.1M |
| Factory Mutual Insurance Co. | 0.79% | No change | 758,700 | $83.7M |
| International City Management Association Retirement Corp | 33.67% | No change | 702,067 | $77.5M |
| NorthRock Partners, LLC | 1.09% | Reduce -3.9% | 680,478 | $75.1M |
| Franklin Resources Inc. | 0.02% | Add +0.2% | 666,991 | $73.6M |
| Citizens Business Bank | 10.54% | Reduce -2.5% | 634,403 | $70.0M |
| Stock Yards Bank & Trust Co. | 1.85% | Add +6.0% | 586,685 | $64.7M |
| First Foundation Advisors | 2.31% | Add +5.3% | 583,207 | $64.3M |
| Steward Partners Investment Advisory, LLC | 0.32% | Add +2.8% | 569,685 | $62.8M |
| Robertson Stephens Wealth Management, LLC | 1.54% | Add +79.2% | 565,606 | $62.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +1.6% | 563,031 | $61.9M |
| Mesirow Financial Investment Management, Inc. | 0.96% | Reduce -50.9% | 553,000 | $61.0M |
| Corient Private Wealth LP | 0.08% | Add +10.0% | 537,202 | $59.3M |
| Focus Partners Wealth | 0.06% | Add +3.5% | 527,777 | $58.2M |
| Albion Financial Group | 3.32% | Reduce -39.4% | 519,943 | $57.4M |
| Badgley Phelps Wealth Managers, LLC | 1.00% | Reduce -24.7% | 519,161 | $57.3M |
| MAI Capital Management | 0.21% | Add +14.1% | 500,852 | $55.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -4.9% | 493,942 | $54.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -3.6% | 489,160 | $54.0M |
| River Wealth Advisors LLC | 5.35% | Add +3.0% | 463,864 | $51.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.16% | Reduce -37.0% | 456,804 | $50.4M |
| Stephens Inc. | 0.54% | Add +4.2% | 436,558 | $48.2M |
| Wilmington Savings Fund Society, FSB | 1.07% | Add +6.3% | 436,496 | $48.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +16.0% | 435,907 | $48.1M |
| Composition Wealth, LLC | 0.56% | Reduce -1.8% | 433,150 | $47.8M |
| M&T Bank Corp | 0.13% | Reduce -0.6% | 412,823 | $45.5M |
| Stegner Investment Associates Inc. | 21.37% | Reduce -3.1% | 407,479 | $45.0M |
| Legacy Edge Advisors, LLC | 3.86% | Add +3.3% | 381,311 | $42.1M |
| Consolidated Investment Group LLC | 3.47% | No change | 362,100 | $39.9M |
| BNP Paribas Financial Markets | 0.02% | Add +75.6% | 361,621 | $39.9M |
| MML Investors Services, LLC | 0.08% | Add +18.5% | 359,566 | $39.7M |
| Captrust Financial Advisors | 0.06% | Reduce -0.8% | 354,020 | $39.1M |
| Brown Advisory Inc. | 0.06% | Reduce -5.4% | 353,648 | $39.0M |
| Gilbert & Cook, Inc. | 4.32% | Reduce -1.3% | 340,536 | $37.6M |
| Coastline Trust Co | 3.31% | Reduce -0.5% | 337,887 | $37.3M |
| Tiaa Trust, National Association | 2.12% | Reduce -1.5% | 324,669 | $35.8M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +1.6% | 323,153 | $35.7M |
| D.A. Davidson & Co. | 0.20% | Add +0.3% | 321,949 | $35.5M |
| AE Wealth Management LLC | 0.16% | Reduce -3.6% | 319,557 | $35.3M |
| MCF Advisors LLC | 1.25% | Add +0.2% | 318,059 | $35.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +5.1% | 315,126 | $34.8M |
| Intrust Bank NA | 2.52% | Add +13.5% | 309,639 | $34.2M |
| CCG Wealth Management, LLC | 7.68% | Add +6.5% | 300,147 | $33.1M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +29.9% | 299,390 | $33.0M |
| Hantz Financial Services, Inc. | 0.44% | Add +3.5% | 294,947 | $32.5M |
| Dakota Wealth Management | 0.62% | Reduce -8.4% | 293,538 | $32.4M |
| Stifel Financial Corp. | 0.03% | Reduce -2.6% | 291,923 | $32.2M |
"% 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.