iShares Russell Mid-Cap ETFIWRETF
13F holders, Q4 2025 (December 31)1,527holders +96
93new positions
62sold out
4famous investors
$96.27avg. 13F price*
At the end of Q4 2025, 1,527 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 96 from Q3 2025. 93 opened new positions and 62 sold out. The largest holders were Jones Financial Companies LLLP ($7.6B), Bank of America Corp. ($6.4B) and Wells Fargo & Company ($4.0B). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $69.5M |
| Exits | 62 | $89.9M |
All 13F filers, Q3 2025 → Q4 2025: 20,518,865 shares bought and 5,074,411 shares sold, net +15,444,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,527 holders
| Jones Financial Companies LLLP | 4.63% | Add +4.8% | 78,920,855 | $7.6B |
| Bank of America Corp. | 0.47% | Add +6.6% | 66,569,630 | $6.4B |
| Wells Fargo & Company | 0.79% | Add +3.6% | 41,686,088 | $4.0B |
| US Bancorp \de | 1.46% | Reduce -5.2% | 12,928,971 | $1.2B |
| PNC Financial Services Group, Inc. | 0.66% | Reduce -2.0% | 12,497,707 | $1.2B |
| Morgan Stanley | 0.06% | Add +4.5% | 10,797,769 | $1.0B |
| Bank of New York Mellon Corp | 0.18% | Add +7.5% | 10,779,440 | $1.0B |
| Northern Trust Corp. | 0.13% | Add +5.4% | 10,331,591 | $994.6M |
| Baird Financial Group, Inc. | 1.30% | Add +2.6% | 8,681,469 | $835.8M |
| Royal Bank of Canada | 0.13% | Add +12.9% | 7,911,910 | $761.7M |
| JPMorgan Chase & Co. | 0.04% | Add +1.7% | 6,739,350 | $648.8M |
| UBS Group AG | 0.11% | Reduce -0.1% | 6,013,686 | $578.9M |
| Envestnet Asset Management Inc. | 0.13% | Add +13.9% | 4,598,654 | $442.7M |
| Truist Financial Corp. | 0.54% | Reduce -0.3% | 4,180,346 | $402.4M |
| FMR LLC | 0.02% | Add +0.2% | 4,056,476 | $390.5M |
| AMG National Trust Bank | 8.65% | Add +0.4% | 3,811,621 | $366.9M |
| LPL Financial LLC | 0.09% | Add +9.8% | 3,520,066 | $338.9M |
| Tiaa Trust, National Association | 0.74% | Reduce -3.5% | 3,218,434 | $309.8M |
| CIBC Private Wealth Group LLC | 0.51% | Add +6.4% | 3,149,600 | $303.2M |
| Raymond James Financial Inc. | 0.09% | Add +4.7% | 2,921,334 | $281.2M |
| Ameriprise Financial Inc. | 0.06% | Reduce -10.4% | 2,824,289 | $271.9M |
| Johnson Investment Counsel Inc. | 2.22% | Add +5.5% | 2,817,442 | $271.2M |
| Cetera Investment Advisers | 0.24% | Add +3.7% | 2,256,436 | $217.2M |
| Fifth Third Bancorp | 0.62% | Reduce -1.5% | 2,026,270 | $195.1M |
| Natixis Advisors, LLC | 0.27% | Add +16.8% | 1,961,998 | $188.9M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -2.7% | 1,941,979 | $187.0M |
| Pathstone Holdings, LLC | 0.71% | Reduce -3.1% | 1,908,855 | $183.8M |
| Mariner, LLC | 0.20% | Add +2.4% | 1,775,314 | $170.9M |
| Keybank National Association | 0.54% | Reduce -0.6% | 1,569,761 | $151.1M |
| Bank of Montreal | 0.06% | Add +10.0% | 1,547,309 | $149.0M |
| Commerce Bank | 0.79% | Reduce -0.9% | 1,483,919 | $142.9M |
| Glenview Trust Co | 1.94% | Add +1.3% | 1,306,463 | $125.8M |
| Pinnacle Financial Partners, Inc. | 0.91% | — | 1,249,158 | $120.3M |
| Oakworth Capital, Inc. | 6.23% | Add +2.5% | 1,185,497 | $114.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +10.3% | 1,179,604 | $113.6M |
| First Western Trust Bank | 5.06% | Reduce -1.7% | 1,069,278 | $102.9M |
| Janney Montgomery Scott LLC | 0.23% | Add +1.1% | 1,046,568 | $100.8M |
| UMB Bank, n.a. | 1.24% | Add +6.5% | 965,862 | $93.0M |
| Alerus Financial NA | 4.53% | Add +156.9% | 962,625 | $92.7M |
| German American Bancorp, Inc. | 7.86% | Reduce -0.5% | 958,983 | $92.3M |
| Creative Planning | 0.06% | Add +1.2% | 939,565 | $90.5M |
| Waverly Advisors, LLC | 0.73% | Add +427.2% | 933,429 | $89.9M |
| Rockefeller Capital Management L.P. | 0.16% | Add +36.4% | 925,575 | $89.1M |
| WASHINGTON TRUST Co | 2.88% | Reduce -1.5% | 914,786 | $88.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -12.3% | 909,115 | $87.5M |
| Atlantic Union Bankshares Corp | 1.61% | Add +1.6% | 891,214 | $85.8M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.9% | 858,615 | $85.7M |
| Lido Advisors, LLC | 0.34% | Reduce -3.7% | 885,351 | $85.3M |
| JMG Financial Group, Ltd. | 2.35% | Reduce -2.4% | 868,158 | $83.6M |
| Cerity Partners LLC | 0.12% | Add +0.9% | 859,813 | $82.8M |
| Albion Financial Group | 5.11% | Reduce -2.4% | 853,473 | $82.2M |
| Clearstead Advisors, LLC | 0.93% | Reduce -0.4% | 765,011 | $73.6M |
| Factory Mutual Insurance Co. | 0.74% | No change | 758,700 | $73.0M |
| NorthRock Partners, LLC | 1.17% | Add +34.8% | 718,922 | $69.2M |
| International City Management Association Retirement Corp | 34.32% | No change | 702,067 | $67.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -9.1% | 688,543 | $66.3M |
| Millburn Ridgefield LLC | 1.57% | No change | 685,140 | $66.0M |
| Catalyst Capital Advisors LLC | 1.36% | No change | 685,140 | $66.0M |
| Badgley Phelps Wealth Managers, LLC | 1.21% | Add +3.5% | 684,261 | $65.9M |
| Franklin Resources Inc. | 0.02% | Add +3.0% | 666,823 | $64.2M |
| Citizens Business Bank | 10.41% | Add +0.5% | 654,638 | $63.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.16% | Add +48.5% | 608,409 | $58.6M |
| Corient Private Wealth LP | 0.08% | Add +54.6% | 579,400 | $55.9M |
| Comerica Bank | 0.21% | Reduce -0.3% | 555,003 | $53.4M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +8.8% | 528,873 | $50.9M |
| HighTower Advisors, LLC | 0.06% | Add +0.0% | 522,393 | $50.3M |
| First Foundation Advisors | 1.88% | Add +2.1% | 518,013 | $49.9M |
| Stock Yards Bank & Trust Co. | 1.52% | Add +1.4% | 517,524 | $49.8M |
| Focus Partners Wealth | 0.06% | Add +6.9% | 501,958 | $48.3M |
| Composition Wealth, LLC | 0.67% | Reduce -3.8% | 487,790 | $47.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -0.6% | 476,698 | $45.9M |
| Principal Financial Group Inc. | 0.02% | Add +682.1% | 459,253 | $44.2M |
| Stegner Investment Associates Inc. | 22.66% | Add +10.2% | 442,962 | $42.6M |
| MAI Capital Management | 0.24% | Add +1.8% | 439,833 | $42.3M |
| River Wealth Advisors LLC | 4.64% | Add +4.5% | 430,189 | $41.4M |
| BNP Paribas Financial Markets | 0.03% | Reduce -47.3% | 428,507 | $41.3M |
| Stephens Inc. | 0.51% | Reduce -0.1% | 425,152 | $40.9M |
| M&T Bank Corp | 0.13% | Reduce -1.9% | 423,095 | $40.7M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 396,239 | $38.1M |
| Dakota Wealth Management | 0.63% | Reduce -1.2% | 370,981 | $35.7M |
| Brown Advisory Inc. | 0.05% | Add +10.6% | 370,965 | $35.7M |
| Captrust Financial Advisors | 0.07% | Reduce -2.4% | 359,800 | $34.6M |
| Gilbert & Cook, Inc. | 4.27% | Reduce -2.7% | 352,588 | $33.9M |
| Wilmington Savings Fund Society, FSB | 0.79% | Add +3.3% | 347,503 | $33.5M |
| Coastline Trust Co | 3.13% | Reduce -5.1% | 345,238 | $33.2M |
| Legacy Edge Advisors, LLC | 3.49% | Add +8.7% | 330,997 | $31.9M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +4.4% | 325,324 | $31.3M |
| D.A. Davidson & Co. | 0.19% | Add +1.6% | 323,817 | $31.2M |
| MML Investors Services, LLC | 0.08% | Add +8.1% | 323,627 | $31.2M |
| Consolidated Investment Group LLC | 3.72% | No change | 323,140 | $31.1M |
| Mercer Global Advisors Inc. | 0.05% | Add +0.7% | 318,585 | $30.8M |
| Stifel Financial Corp. | 0.03% | Add +15.6% | 318,400 | $30.7M |
| AE Wealth Management LLC | 0.17% | Add +7.5% | 308,358 | $29.7M |
| Mesirow Financial Investment Management, Inc. | 0.60% | Reduce -44.3% | 305,464 | $29.4M |
| Regions Financial Corp. | 0.18% | Reduce -0.6% | 299,469 | $28.8M |
| NewEdge Advisors, LLC | 0.10% | Add +44.5% | 299,318 | $28.8M |
| Coldstream Capital Management Inc. | 0.35% | Reduce -2.5% | 282,567 | $27.2M |
| Bokf, NA | 0.40% | Add +65.3% | 270,276 | $26.0M |
| Sigma Investment Counselors Inc. | 1.31% | Reduce -1.4% | 266,954 | $25.7M |
| Hantz Financial Services, Inc. | 0.38% | Add +0.1% | 265,674 | $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.