iShares Russell Mid-Cap ETFIWRETF
13F holders, Q2 2025 (June 30)1,444holders +68
113new positions
46sold out
5famous investors
$91.90avg. 13F price*
At the end of Q2 2025, 1,444 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 68 from Q1 2025. 113 opened new positions and 46 sold out. The largest holders were Jones Financial Companies LLLP ($6.4B), Bank of America Corp. ($5.6B) and Wells Fargo & Company ($3.6B). 5 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 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $54.7M |
| Exits | 46 | $27.4M |
All 13F filers, Q1 2025 → Q2 2025: 16,900,311 shares bought and 16,090,628 shares sold, net +809,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,444 holders
| Jones Financial Companies LLLP | 4.84% | Add +4.8% | 69,710,394 | $6.4B |
| Bank of America Corp. | 0.45% | Reduce -2.6% | 60,814,837 | $5.6B |
| Wells Fargo & Company | 0.80% | Add +2.4% | 39,188,070 | $3.6B |
| US Bancorp \de | 1.61% | Reduce -28.0% | 13,918,489 | $1.3B |
| PNC Financial Services Group, Inc. | 0.76% | Reduce -2.0% | 12,897,853 | $1.2B |
| Morgan Stanley | 0.06% | Add +5.6% | 10,627,845 | $977.4M |
| Bank of New York Mellon Corp | 0.17% | Add +23.5% | 9,899,322 | $910.4M |
| Northern Trust Corp. | 0.12% | Add +3.2% | 9,669,669 | $889.3M |
| Baird Financial Group, Inc. | 1.32% | Reduce -0.0% | 8,215,063 | $755.5M |
| JPMorgan Chase & Co. | 0.04% | Reduce -3.4% | 6,575,928 | $604.8M |
| Royal Bank of Canada | 0.11% | Add +204.2% | 6,192,793 | $569.5M |
| UBS Group AG | 0.10% | Add +0.7% | 5,387,723 | $495.5M |
| FMR LLC | 0.02% | Add +31.8% | 4,063,753 | $373.7M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -1.9% | 4,053,740 | $372.8M |
| Truist Financial Corp. | 0.53% | Reduce -3.0% | 3,954,909 | $363.7M |
| AMG National Trust Bank | 9.18% | Add +0.2% | 3,796,616 | $349.2M |
| Ameriprise Financial Inc. | 0.08% | Add +4.4% | 3,540,276 | $331.1M |
| Tiaa Trust, National Association | 0.85% | Reduce -14.4% | 3,567,868 | $328.1M |
| LPL Financial LLC | 0.09% | Add +1.9% | 3,049,642 | $280.5M |
| CIBC Private Wealth Group LLC | 0.48% | Add +8.1% | 2,945,315 | $270.9M |
| Raymond James Financial Inc. | 0.09% | Add +1.1% | 2,709,795 | $249.2M |
| Johnson Investment Counsel Inc. | 2.16% | Add +1.1% | 2,614,856 | $240.5M |
| Goldman Sachs Group Inc. | 0.04% | Add +0.2% | 2,613,195 | $240.3M |
| Fifth Third Bancorp | 0.66% | Reduce -1.8% | 2,088,913 | $192.1M |
| Pathstone Holdings, LLC | 0.72% | Add +0.2% | 1,980,792 | $182.2M |
| Mariner, LLC | 0.23% | Add +2.1% | 1,735,279 | $159.6M |
| Keybank National Association | 0.56% | Reduce -3.2% | 1,643,054 | $151.1M |
| Natixis Advisors, LLC | 0.24% | Reduce -12.9% | 1,630,714 | $150.0M |
| Commerce Bank | 0.83% | Add +0.5% | 1,530,740 | $140.8M |
| Bank of Montreal | 0.06% | Add +1.9% | 1,353,515 | $124.5M |
| Glenview Trust Co | 2.05% | Add +2.7% | 1,285,599 | $118.2M |
| First Western Trust Bank | 4.77% | Reduce -1.9% | 1,153,332 | $106.1M |
| Oakworth Capital, Inc. | 6.78% | Add +2.1% | 1,143,667 | $105.2M |
| Cetera Investment Advisers | 0.18% | Add +0.2% | 1,136,486 | $104.5M |
| Synovus Financial Corp. | 1.24% | Reduce -0.6% | 1,104,995 | $101.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.0% | 1,073,681 | $98.7M |
| Avantax Advisory Services, Inc. | 0.53% | Add +3.7% | 1,054,593 | $97.0M |
| Janney Montgomery Scott LLC | 0.25% | Reduce -1.4% | 1,042,814 | $95.9M |
| Composition Wealth, LLC | 1.58% | Add +10.2% | 1,021,889 | $94.0M |
| Factory Mutual Insurance Co. | 0.98% | No change | 978,700 | $90.0M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -12.8% | 963,696 | $88.6M |
| German American Bancorp, Inc. | 8.43% | Reduce -0.3% | 938,960 | $86.4M |
| Creative Planning | 0.07% | Add +35.9% | 930,420 | $85.6M |
| WASHINGTON TRUST Co | 3.02% | Reduce -1.1% | 928,015 | $85.3M |
| Lido Advisors, LLC | 0.45% | Reduce -2.2% | 925,751 | $85.1M |
| JMG Financial Group, Ltd. | 2.53% | Add +2.8% | 908,254 | $83.5M |
| UMB Bank, n.a. | 1.26% | Add +8.0% | 882,080 | $81.1M |
| Albion Financial Group | 5.24% | Reduce -0.5% | 871,659 | $80.2M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -1.0% | 828,507 | $77.6M |
| Cerity Partners LLC | 0.14% | Add +6.7% | 829,814 | $76.3M |
| Atlantic Union Bankshares Corp | 1.69% | Add +6.6% | 805,274 | $74.1M |
| Clearstead Advisors, LLC | 0.99% | Reduce -1.6% | 765,110 | $70.4M |
| BNP Paribas Financial Markets | 0.06% | Add +186.3% | 764,638 | $70.3M |
| Millburn Ridgefield LLC | 1.62% | Reduce -5.4% | 732,758 | $67.4M |
| Catalyst Capital Advisors LLC | 1.36% | Reduce -5.4% | 732,758 | $67.4M |
| International City Management Association Retirement Corp | 34.46% | No change | 702,067 | $64.6M |
| Rockefeller Capital Management L.P. | 0.14% | Reduce -14.2% | 682,560 | $62.9M |
| Badgley Phelps Wealth Managers, LLC | 1.33% | Add +3.0% | 654,268 | $60.2M |
| Franklin Resources Inc. | 0.02% | Reduce -5.8% | 650,966 | $59.9M |
| Citizens Business Bank | 11.53% | Add +3.0% | 645,119 | $59.3M |
| Osaic Holdings, Inc. | 0.10% | Add +29.6% | 604,864 | $55.6M |
| Mesirow Financial Investment Management, Inc. | 0.98% | Reduce -51.1% | 547,366 | $50.3M |
| Comerica Bank | 0.19% | Reduce -0.0% | 544,897 | $50.1M |
| HighTower Advisors, LLC | 0.06% | Add +3.5% | 521,577 | $48.0M |
| Stock Yards Bank & Trust Co. | 1.54% | Add +2.7% | 501,728 | $46.1M |
| First Foundation Advisors | 1.70% | Reduce -0.2% | 499,719 | $46.0M |
| Country Trust Bank | 1.02% | Add +0.7% | 494,871 | $45.5M |
| Steward Partners Investment Advisory, LLC | 0.35% | Add +0.3% | 482,136 | $44.3M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +1.4% | 477,302 | $43.9M |
| Focus Partners Wealth | 0.09% | Add +2.5% | 467,506 | $43.0M |
| M&T Bank Corp | 0.14% | Reduce -6.8% | 451,557 | $41.5M |
| Dakota Wealth Management | 0.85% | Reduce -2.6% | 439,991 | $40.5M |
| MAI Capital Management | 0.28% | Add +14.5% | 434,754 | $40.0M |
| Corient Private Wealth LP | 0.05% | Reduce -52.3% | 421,731 | $38.8M |
| Stephens Inc. | 0.52% | Add +3.0% | 413,792 | $38.1M |
| River Wealth Advisors LLC | 4.61% | Add +3.0% | 402,940 | $37.1M |
| Alerus Financial NA | 2.55% | Reduce -2.0% | 384,562 | $35.4M |
| Wealthspire Advisors, LLC | 0.20% | Reduce -2.7% | 384,394 | $35.4M |
| Wilmington Savings Fund Society, FSB | 0.62% | Add +33.3% | 381,204 | $35.1M |
| Gilbert & Cook, Inc. | 4.72% | Reduce -4.3% | 379,735 | $34.9M |
| Captrust Financial Advisors | 0.08% | Add +0.6% | 376,931 | $34.7M |
| Coastline Trust Co | 3.82% | Add +3.0% | 362,956 | $33.4M |
| Stegner Investment Associates Inc. | 20.10% | Add +7.9% | 356,643 | $32.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -0.1% | 351,930 | $32.4M |
| Brown Advisory Inc. | 0.04% | Add +6.7% | 339,958 | $31.3M |
| MML Investors Services, LLC | 0.09% | Add +6.3% | 335,130 | $30.8M |
| Consolidated Investment Group LLC | 3.98% | No change | 323,140 | $29.7M |
| D.A. Davidson & Co. | 0.20% | Reduce -0.7% | 312,578 | $28.7M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -92.5% | 311,511 | $28.6M |
| BlackRock, Inc. | 0.00% | Reduce -20.9% | 296,320 | $27.3M |
| Coldstream Capital Management Inc. | 0.44% | Reduce -4.0% | 292,367 | $26.9M |
| Regions Financial Corp. | 0.18% | Add +15.4% | 291,489 | $26.8M |
| Kestra Advisory Services, LLC | 0.13% | Add +25.4% | 290,717 | $26.7M |
| Legacy Edge Advisors, LLC | 3.38% | Add +660.1% | 275,347 | $25.3M |
| Sigma Investment Counselors Inc. | 1.39% | Add +3.4% | 273,859 | $25.2M |
| Hantz Financial Services, Inc. | 0.40% | Reduce -1.3% | 267,915 | $24.6M |
| Texas Capital Bank Wealth Management Services Inc | 2.19% | Reduce -12.1% | 254,953 | $23.4M |
| Stifel Financial Corp. | 0.02% | Reduce -9.3% | 251,059 | $23.1M |
| AE Wealth Management LLC | 0.17% | Add +14.7% | 250,817 | $23.1M |
| XML Financial, LLC | 2.00% | Reduce -2.8% | 250,513 | $23.0M |
"% 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.