iShares Russell Mid-Cap ETFIWRETF
13F holders, Q3 2025 (September 30)1,431holders −13
69new positions
65sold out
4famous investors
$96.47avg. 13F price*
At the end of Q3 2025, 1,431 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, down 13 from Q2 2025. 69 opened new positions and 65 sold out. The largest holders were Jones Financial Companies LLLP ($7.2B), Bank of America Corp. ($6.0B) and Wells Fargo & Company ($3.9B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $32.0M |
| Exits | 65 | $42.7M |
All 13F filers, Q2 2025 → Q3 2025: 15,835,318 shares bought and 4,829,010 shares sold, net +11,006,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,431 holders
| Jones Financial Companies LLLP | 4.94% | Add +8.1% | 75,344,008 | $7.2B |
| Bank of America Corp. | 0.45% | Add +2.6% | 62,427,165 | $6.0B |
| Wells Fargo & Company | 0.80% | Add +2.7% | 40,247,719 | $3.9B |
| US Bancorp \de | 1.56% | Reduce -2.0% | 13,639,666 | $1.3B |
| PNC Financial Services Group, Inc. | 0.75% | Reduce -1.2% | 12,747,480 | $1.2B |
| Morgan Stanley | 0.06% | Reduce -2.7% | 10,337,681 | $998.1M |
| Bank of New York Mellon Corp | 0.17% | Add +1.2% | 10,022,446 | $967.7M |
| Northern Trust Corp. | 0.12% | Add +1.4% | 9,804,635 | $946.6M |
| Baird Financial Group, Inc. | 1.31% | Add +3.0% | 8,458,447 | $816.7M |
| Royal Bank of Canada | 0.12% | Add +13.1% | 7,006,753 | $676.5M |
| JPMorgan Chase & Co. | 0.04% | Add +0.7% | 6,623,770 | $639.5M |
| UBS Group AG | 0.11% | Add +11.7% | 6,019,885 | $581.2M |
| Truist Financial Corp. | 0.55% | Add +6.1% | 4,194,401 | $405.0M |
| FMR LLC | 0.02% | Reduce -0.4% | 4,046,673 | $390.7M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -0.4% | 4,039,043 | $390.0M |
| AMG National Trust Bank | 8.94% | Add +0.0% | 3,798,130 | $366.7M |
| Tiaa Trust, National Association | 0.78% | Reduce -6.5% | 3,336,167 | $322.1M |
| LPL Financial LLC | 0.09% | Add +5.2% | 3,206,867 | $309.6M |
| Ameriprise Financial Inc. | 0.07% | Reduce -10.9% | 3,153,946 | $304.1M |
| CIBC Private Wealth Group LLC | 0.49% | Add +0.5% | 2,960,600 | $285.8M |
| Raymond James Financial Inc. | 0.09% | Add +3.0% | 2,790,711 | $269.4M |
| Johnson Investment Counsel Inc. | 2.16% | Add +2.2% | 2,671,300 | $257.9M |
| Cetera Investment Advisers | 0.24% | Add +91.4% | 2,175,090 | $210.0M |
| Fifth Third Bancorp | 0.64% | Reduce -1.5% | 2,056,894 | $198.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -23.6% | 1,996,398 | $192.8M |
| Pathstone Holdings, LLC | 0.73% | Reduce -0.5% | 1,970,116 | $190.2M |
| Mariner, LLC | 0.22% | Reduce -0.1% | 1,733,034 | $167.3M |
| Natixis Advisors, LLC | 0.24% | Add +3.0% | 1,679,622 | $162.2M |
| Keybank National Association | 0.54% | Reduce -3.9% | 1,578,799 | $152.4M |
| Commerce Bank | 0.80% | Reduce -2.1% | 1,498,045 | $144.6M |
| Bank of Montreal | 0.06% | Add +3.9% | 1,406,458 | $135.8M |
| Glenview Trust Co | 1.97% | Add +0.3% | 1,289,642 | $124.5M |
| Oakworth Capital, Inc. | 6.45% | Add +1.1% | 1,156,445 | $111.7M |
| Synovus Financial Corp. | 1.24% | Add +1.6% | 1,122,081 | $108.3M |
| First Western Trust Bank | 4.82% | Reduce -5.7% | 1,087,317 | $105.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -0.3% | 1,069,948 | $103.3M |
| Commonwealth Equity Services, LLC | 0.13% | Add +7.5% | 1,036,468 | $100.1M |
| Janney Montgomery Scott LLC | 0.24% | Reduce -0.8% | 1,034,929 | $99.9M |
| German American Bancorp, Inc. | 8.22% | Add +2.7% | 964,150 | $93.1M |
| WASHINGTON TRUST Co | 2.94% | Add +0.0% | 928,293 | $89.6M |
| Creative Planning | 0.07% | Reduce -0.3% | 928,121 | $89.6M |
| Lido Advisors, LLC | 0.37% | Reduce -0.7% | 918,943 | $88.7M |
| UMB Bank, n.a. | 1.29% | Add +2.8% | 906,760 | $87.5M |
| JMG Financial Group, Ltd. | 2.44% | Reduce -2.1% | 889,118 | $85.8M |
| Atlantic Union Bankshares Corp | 1.60% | Add +9.0% | 877,534 | $84.7M |
| Albion Financial Group | 5.10% | Add +0.3% | 874,123 | $84.4M |
| Cerity Partners LLC | 0.13% | Add +2.7% | 852,310 | $82.3M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -0.2% | 826,751 | $79.9M |
| BNP Paribas Financial Markets | 0.06% | Add +6.4% | 813,444 | $78.5M |
| Clearstead Advisors, LLC | 1.08% | Add +0.4% | 768,383 | $74.2M |
| Factory Mutual Insurance Co. | 0.71% | Reduce -22.5% | 758,700 | $73.3M |
| Osaic Holdings, Inc. | 0.10% | Add +25.2% | 757,243 | $73.0M |
| International City Management Association Retirement Corp | 34.62% | No change | 702,067 | $67.8M |
| Millburn Ridgefield LLC | 1.58% | Reduce -6.5% | 685,140 | $66.2M |
| Catalyst Capital Advisors LLC | 1.33% | Reduce -6.5% | 685,140 | $66.2M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -0.6% | 678,409 | $65.5M |
| Badgley Phelps Wealth Managers, LLC | 1.34% | Add +1.1% | 661,290 | $63.8M |
| Citizens Business Bank | 10.50% | Add +1.0% | 651,577 | $62.9M |
| Franklin Resources Inc. | 0.02% | Reduce -0.6% | 647,191 | $62.5M |
| Comerica Bank | 0.20% | Add +2.2% | 556,927 | $53.8M |
| Mesirow Financial Investment Management, Inc. | 0.95% | Add +0.1% | 547,963 | $52.9M |
| NorthRock Partners, LLC | 0.93% | Add +1296.2% | 533,490 | $51.5M |
| HighTower Advisors, LLC | 0.06% | Add +0.1% | 522,195 | $50.4M |
| Stock Yards Bank & Trust Co. | 1.55% | Add +1.8% | 510,511 | $49.3M |
| First Foundation Advisors | 1.81% | Add +1.5% | 507,395 | $49.0M |
| Composition Wealth, LLC | 0.73% | Reduce -50.4% | 506,822 | $48.9M |
| Country Trust Bank | 1.04% | Reduce -0.7% | 491,624 | $47.5M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +0.8% | 485,977 | $46.9M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +0.5% | 479,460 | $46.3M |
| Focus Partners Wealth | 0.07% | Add +0.5% | 469,591 | $45.3M |
| MAI Capital Management | 0.26% | Reduce -0.6% | 432,002 | $41.7M |
| M&T Bank Corp | 0.14% | Reduce -4.5% | 431,206 | $41.6M |
| Proficio Capital Partners LLC | 2.83% | Add +5042.0% | 426,784 | $41.2M |
| Stephens Inc. | 0.52% | Add +2.9% | 425,786 | $41.1M |
| River Wealth Advisors LLC | 4.65% | Add +2.1% | 411,559 | $39.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Add +16.4% | 409,596 | $39.5M |
| Stegner Investment Associates Inc. | 21.28% | Add +12.7% | 401,968 | $38.8M |
| Wealthspire Advisors, LLC | 0.20% | Add +1.5% | 390,216 | $37.7M |
| BlackRock, Inc. | 0.00% | Add +29.3% | 382,997 | $37.0M |
| Dakota Wealth Management | 0.73% | Reduce -14.7% | 375,324 | $36.2M |
| Alerus Financial NA | 1.84% | Reduce -2.6% | 374,711 | $36.2M |
| Corient Private Wealth LP | 0.06% | Reduce -11.2% | 374,678 | $36.2M |
| Captrust Financial Advisors | 0.07% | Reduce -2.2% | 368,581 | $35.6M |
| Coastline Trust Co | 3.77% | Add +0.2% | 363,830 | $35.1M |
| Gilbert & Cook, Inc. | 4.50% | Reduce -4.5% | 362,458 | $35.0M |
| Wilmington Savings Fund Society, FSB | 0.78% | Reduce -11.7% | 336,534 | $32.5M |
| Brown Advisory Inc. | 0.04% | Reduce -1.3% | 335,400 | $32.4M |
| Consolidated Investment Group LLC | 3.83% | No change | 323,140 | $31.2M |
| D.A. Davidson & Co. | 0.20% | Add +2.0% | 318,885 | $30.8M |
| Mercer Global Advisors Inc. | 0.05% | Add +81.9% | 316,367 | $30.5M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce 0.0% | 311,501 | $30.1M |
| Legacy Edge Advisors, LLC | 3.46% | Add +10.6% | 304,420 | $29.4M |
| Regions Financial Corp. | 0.19% | Add +3.3% | 301,183 | $29.1M |
| MML Investors Services, LLC | 0.08% | Reduce -10.6% | 299,467 | $28.9M |
| Thrivent Financial for Lutherans | 0.06% | Add +348.1% | 292,796 | $28.3M |
| Coldstream Capital Management Inc. | 0.38% | Reduce -0.9% | 289,768 | $28.0M |
| AE Wealth Management LLC | 0.18% | Add +14.3% | 286,786 | $27.7M |
| Stifel Financial Corp. | 0.02% | Add +9.8% | 275,529 | $26.6M |
| Sigma Investment Counselors Inc. | 1.36% | Reduce -1.2% | 270,667 | $26.1M |
| Hantz Financial Services, Inc. | 0.39% | Reduce -0.9% | 265,506 | $25.6M |
"% 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.