iShares Russell Mid-Cap ETFIWRETF
13F holders, Q1 2026 (March 31)1,524holders −3
81new positions
76sold out
4famous investors
$96.76avg. 13F price*
At the end of Q1 2026, 1,524 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, down 3 from Q4 2025. 81 opened new positions and 76 sold out. The largest holders were Jones Financial Companies LLLP ($8.9B), Bank of America Corp. ($6.4B) and Wells Fargo & Company ($4.2B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $66.6M |
| Exits | 76 | $61.3M |
All 13F filers, Q4 2025 → Q1 2026: 25,314,186 shares bought and 8,412,515 shares sold, net +16,901,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,524 holders
| Jones Financial Companies LLLP | 4.26% | Add +17.8% | 92,963,542 | $8.9B |
| Bank of America Corp. | 0.47% | Reduce -1.0% | 65,876,235 | $6.4B |
| Wells Fargo & Company | 0.83% | Add +2.7% | 42,826,207 | $4.2B |
| US Bancorp \de | 1.52% | Reduce -0.1% | 12,921,085 | $1.3B |
| PNC Financial Services Group, Inc. | 0.69% | Reduce -1.3% | 12,333,478 | $1.2B |
| Morgan Stanley | 0.06% | Add +1.8% | 10,986,837 | $1.1B |
| Bank of New York Mellon Corp | 0.19% | Reduce -0.5% | 10,727,281 | $1.0B |
| Northern Trust Corp. | 0.13% | Reduce -1.4% | 10,185,510 | $990.3M |
| Baird Financial Group, Inc. | 1.36% | Add +3.3% | 8,969,908 | $872.1M |
| Royal Bank of Canada | 0.15% | Reduce -0.5% | 7,874,760 | $765.7M |
| UBS Group AG | 0.13% | Add +20.5% | 7,245,637 | $704.5M |
| JPMorgan Chase & Co. | 0.04% | Add +2.5% | 6,910,983 | $654.7M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -2.8% | 4,471,361 | $434.8M |
| Truist Financial Corp. | 0.55% | Reduce -0.1% | 4,177,265 | $406.2M |
| FMR LLC | 0.02% | Add +0.8% | 4,088,657 | $397.5M |
| AMG National Trust Bank | 8.21% | Add +2.0% | 3,889,097 | $378.1M |
| LPL Financial LLC | 0.10% | Add +6.7% | 3,755,593 | $365.2M |
| CIBC Bancorp USA Inc. | 0.41% | — | 3,149,904 | $306.2M |
| Ameriprise Financial Inc. | 0.07% | Add +6.8% | 3,016,398 | $293.5M |
| Natixis Advisors, LLC | 0.39% | Add +48.6% | 2,915,275 | $283.5M |
| Johnson Investment Counsel Inc. | 2.29% | Add +3.2% | 2,907,847 | $282.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.05% | — | 2,811,404 | $273.4M |
| Raymond James Financial Inc. | 0.08% | Reduce -4.1% | 2,800,579 | $272.3M |
| Fifth Third Bancorp | 0.45% | Add +25.8% | 2,547,979 | $247.7M |
| Cetera Investment Advisers | 0.22% | Reduce -5.5% | 2,133,527 | $207.4M |
| Bank of Montreal | 0.08% | Add +27.1% | 1,966,876 | $191.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.3% | 1,966,484 | $191.2M |
| Pathstone Holdings, LLC | 0.74% | Reduce -0.2% | 1,904,995 | $185.2M |
| Mariner, LLC | 0.20% | Reduce -1.5% | 1,748,719 | $170.0M |
| Keybank National Association | 0.56% | Reduce -0.2% | 1,567,151 | $152.4M |
| Commerce Bank | 0.70% | Reduce -0.4% | 1,477,948 | $143.7M |
| Glenview Trust Co | 2.06% | Add +3.4% | 1,350,641 | $131.3M |
| Pinnacle Financial Partners, Inc. | 0.93% | Add +0.3% | 1,253,521 | $121.9M |
| Oakworth Capital, Inc. | 6.26% | Add +2.6% | 1,215,916 | $118.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.5% | 1,197,713 | $116.5M |
| Mesirow Financial Investment Management, Inc. | 1.77% | Add +268.6% | 1,126,058 | $109.5M |
| Waverly Advisors, LLC | 0.80% | Add +17.7% | 1,098,953 | $106.9M |
| First Western Trust Bank | 5.11% | Reduce -2.7% | 1,040,186 | $101.1M |
| Alerus Financial NA | 4.71% | Add +1.8% | 979,450 | $95.2M |
| UMB Bank, n.a. | 1.31% | Reduce -0.1% | 964,881 | $93.8M |
| German American Bancorp, Inc. | 8.04% | Add +0.3% | 961,460 | $93.5M |
| Creative Planning | 0.06% | Add +1.9% | 957,225 | $93.1M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.6% | 949,587 | $92.3M |
| Lido Advisors, LLC | 0.35% | Add +3.6% | 917,285 | $89.2M |
| JMG Financial Group, Ltd. | 2.45% | Add +5.5% | 916,371 | $89.1M |
| Janney Montgomery Scott LLC | 0.22% | Reduce -12.4% | 916,341 | $89.1M |
| WASHINGTON TRUST Co | 3.00% | Reduce -0.3% | 911,727 | $88.6M |
| Cerity Partners LLC | 0.12% | Add +4.5% | 898,470 | $87.4M |
| Atlantic Union Bankshares Corp | 1.62% | Reduce -2.8% | 866,594 | $84.3M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -5.0% | 863,947 | $84.0M |
| Albion Financial Group | 5.38% | Add +0.5% | 857,371 | $83.4M |
| Clearstead Advisors, LLC | 0.68% | Add +0.5% | 768,730 | $74.7M |
| Millburn Ridgefield LLC | 1.61% | Add +12.2% | 768,475 | $74.7M |
| Catalyst Capital Advisors LLC | 1.39% | Add +12.2% | 768,475 | $74.7M |
| Factory Mutual Insurance Co. | 0.83% | No change | 758,700 | $73.8M |
| Osaic Holdings, Inc. | 0.11% | Add +8.2% | 745,064 | $72.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.21% | Add +19.2% | 725,457 | $70.5M |
| NorthRock Partners, LLC | 1.11% | Reduce -1.6% | 707,769 | $68.8M |
| International City Management Association Retirement Corp | 34.97% | No change | 702,067 | $68.3M |
| Badgley Phelps Wealth Managers, LLC | 1.34% | Add +0.8% | 689,676 | $67.1M |
| Franklin Resources Inc. | 0.02% | Reduce -0.1% | 665,830 | $64.7M |
| Citizens Business Bank | 10.36% | Reduce -0.6% | 650,511 | $63.2M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -35.4% | 554,428 | $54.5M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +4.8% | 554,250 | $53.9M |
| First Foundation Advisors | 2.17% | Add +6.9% | 553,804 | $53.8M |
| Stock Yards Bank & Trust Co. | 1.67% | Add +7.0% | 553,628 | $53.8M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +9.0% | 519,587 | $50.5M |
| Focus Partners Wealth | 0.06% | Add +1.6% | 509,881 | $49.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.9% | 507,219 | $49.3M |
| Corient Private Wealth LP | 0.07% | Reduce -15.7% | 488,467 | $46.8M |
| River Wealth Advisors LLC | 5.03% | Add +4.6% | 450,160 | $43.8M |
| Composition Wealth, LLC | 0.59% | Reduce -9.6% | 441,120 | $42.9M |
| MAI Capital Management | 0.24% | Reduce -0.2% | 439,030 | $42.7M |
| Stegner Investment Associates Inc. | 22.39% | Reduce -5.1% | 420,379 | $40.9M |
| Stephens Inc. | 0.51% | Reduce -1.4% | 419,131 | $40.8M |
| M&T Bank Corp | 0.13% | Reduce -1.8% | 415,457 | $40.4M |
| Wilmington Savings Fund Society, FSB | 0.95% | Add +18.2% | 410,635 | $39.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +887.1% | 375,884 | $36.5M |
| Brown Advisory Inc. | 0.06% | Add +0.7% | 373,719 | $36.3M |
| Legacy Edge Advisors, LLC | 3.77% | Add +11.6% | 369,247 | $35.9M |
| Consolidated Investment Group LLC | 3.82% | Add +12.1% | 362,100 | $35.2M |
| Captrust Financial Advisors | 0.06% | Reduce -0.8% | 356,993 | $34.7M |
| BlackRock, Inc. | 0.00% | Reduce -12.2% | 347,973 | $33.8M |
| Gilbert & Cook, Inc. | 4.33% | Reduce -2.1% | 345,099 | $33.6M |
| Coastline Trust Co | 3.27% | Reduce -1.7% | 339,497 | $33.0M |
| AE Wealth Management LLC | 0.17% | Add +7.5% | 331,521 | $32.2M |
| Tiaa Trust, National Association | 1.95% | Reduce -89.8% | 329,530 | $32.0M |
| D.A. Davidson & Co. | 0.19% | Reduce -0.9% | 320,907 | $31.2M |
| Dakota Wealth Management | 0.68% | Reduce -13.7% | 320,317 | $31.1M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +19.9% | 318,067 | $30.9M |
| MCF Advisors LLC | 1.35% | Add +3265.8% | 317,294 | $30.9M |
| Regions Financial Corp. | 0.20% | Add +5.8% | 316,754 | $30.8M |
| Robertson Stephens Wealth Management, LLC | 0.86% | Add +64.9% | 315,590 | $30.7M |
| Kestra Advisory Services, LLC | 0.12% | Add +23.2% | 312,220 | $30.4M |
| MML Investors Services, LLC | 0.08% | Reduce -6.2% | 303,485 | $29.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -5.9% | 299,825 | $29.2M |
| Stifel Financial Corp. | 0.03% | Reduce -5.8% | 299,760 | $29.1M |
| Hantz Financial Services, Inc. | 0.42% | Add +7.3% | 285,056 | $27.7M |
| Coldstream Capital Management Inc. | 0.34% | Reduce -0.0% | 282,524 | $27.5M |
| CCG Wealth Management, LLC | 7.43% | Add +18.7% | 281,775 | $27.4M |
"% 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.