ISHARES RUSSELL MID-CAP ETF (IWR) Institutional Shareholders
ISHARES RUSSELL MID-CAP ETF (IWR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $47.34B in IWR holdings during the latest filing period.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of IWR tracked by InsiderSet, reporting ownership valued at approximately $10.92B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.75B, representing an estimated loss of -1.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed IWR value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL MID-CAP ETF (IWR).
This page ranks the largest institutional IWR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,565
Total Reported Value
$47.34B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$10.92B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 4.37% | 99,650,083 | $10,921,002,531 | $10,745,268,450 | -$175,734,081 | -1.61% | |
| Bank Of America Corp | 0.49% | 68,880,354 | $7,598,880,682 | $7,427,368,572 | -$171,512,110 | -2.26% | |
| Wells Fargo & Company/Mn | 0.87% | 45,367,356 | $5,004,926,746 | $4,891,961,997 | -$112,964,749 | -2.26% | |
| Us Bancorp \De\ | 1.54% | 12,780,590 | $1,409,955,789 | $1,378,131,020 | -$31,824,769 | -2.26% | |
| Morgan Stanley | 0.07% | 11,932,912 | $1,316,439,002 | $1,286,725,901 | -$29,713,101 | -2.26% | |
| Bank Of New York Mellon Corp | 0.19% | 10,734,592 | $1,184,240,196 | $1,157,511,055 | -$26,729,141 | -2.26% | |
| Pnc Financial Services Group, Inc. | 0.64% | 10,714,908 | $1,182,068,598 | $1,155,388,530 | -$26,680,068 | -2.26% | |
| Baird Financial Group, Inc. | 1.62% | 10,660,298 | $1,176,044,154 | $1,149,499,933 | -$26,544,221 | -2.26% | |
| Northern Trust Corp | 0.13% | 10,120,436 | $1,116,486,499 | $1,091,286,614 | -$25,199,885 | -2.26% | |
| Royal Bank Of Canada | 0.15% | 8,115,880 | $895,344,000 | $875,135,340 | -$20,208,660 | -2.26% | |
| Jpmorgan Chase & Co | 0.05% | 7,379,679 | $812,945,597 | $795,750,787 | -$17,194,810 | -2.12% | |
| Ubs Group Ag | 0.13% | 7,353,365 | $811,223,227 | $792,913,348 | -$18,309,879 | -2.26% | |
| Envestnet Asset Management Inc | 0.12% | 4,500,690 | $496,504,861 | $485,309,403 | -$11,195,458 | -2.25% | |
| Truist Financial Corp | 0.54% | 4,120,231 | $454,543,887 | $444,284,509 | -$10,259,378 | -2.26% | |
| Fmr Llc | 0.02% | 3,871,981 | $427,157,004 | $417,515,711 | -$9,641,293 | -2.26% | |
| Amg National Trust Bank | 8.78% | 3,869,983 | $426,936,541 | $417,300,267 | -$9,636,274 | -2.26% | |
| Lpl Financial Llc | 0.09% | 3,730,141 | $411,509,128 | $402,221,104 | -$9,288,024 | -2.26% | |
| Cibc Bancorp Usa Inc. | 0.43% | 3,158,174 | $348,376,004 | $340,545,902 | -$7,830,102 | -2.25% | |
| Ameriprise Financial Inc | 0.07% | 3,077,347 | $340,209,154 | $331,830,327 | -$8,378,827 | -2.46% | |
| Johnson Investment Counsel Inc | 2.42% | 3,001,929 | $331,172,758 | $323,698,004 | -$7,474,754 | -2.26% | |
| Raymond James Financial Inc | 0.08% | 2,794,796 | $308,321,868 | $301,362,853 | -$6,959,015 | -2.26% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.04% | 2,745,783 | $302,914,781 | $296,077,781 | -$6,837,000 | -2.26% | |
| Fifth Third Bancorp | 0.45% | 2,501,173 | $275,929,467 | $269,701,485 | -$6,227,982 | -2.26% | |
| Natixis Advisors, Llc | 0.31% | 2,475,295 | $273,074,000 | $266,911,060 | -$6,162,940 | -2.26% | |
| Cetera Investment Advisers | 0.21% | 2,128,236 | $234,786,970 | $229,487,688 | -$5,299,282 | -2.26% | |
| Bank Of Montreal | 0.08% | 1,984,789 | $218,961,950 | $214,019,798 | -$4,942,152 | -2.26% | |
| Goldman Sachs Group Inc | 0.02% | 1,976,882 | $218,089,642 | $213,167,186 | -$4,922,456 | -2.26% | |
| Mariner, Llc | 0.20% | 1,727,554 | $190,582,408 | $186,282,148 | -$4,300,260 | -2.26% | |
| Pathstone Holdings, Llc | 0.74% | 1,904,995 | $185,222,507 | $205,415,611 | +$20,193,104 | +10.90% | |
| Keybank National Association/Oh | 0.57% | 1,557,703 | $171,845,801 | $167,967,114 | -$3,878,687 | -2.26% | |
| Commerce Bank | 0.70% | 1,439,471 | $158,802,440 | $155,218,158 | -$3,584,282 | -2.26% | |
| Glenview Trust Co | 2.15% | 1,408,028 | $155,333,648 | $151,827,659 | -$3,505,989 | -2.26% | |
| Pinnacle Financial Partners, Inc. | 0.94% | 1,245,534 | $137,407,388 | $134,305,931 | -$3,101,457 | -2.26% | |
| Oakworth Capital, Inc. | 6.50% | 1,239,128 | $136,622,386 | $133,615,172 | -$3,007,214 | -2.20% | |
| Waverly Advisors, Llc | 0.76% | 1,187,415 | $130,995,643 | $128,038,959 | -$2,956,684 | -2.26% | |
| Performa Ltd (Us), Llc | 20.01% | 1,124,020 | $124,001,886 | $121,203,077 | -$2,798,809 | -2.26% | |
| Atlantic Union Bankshares Corp | 1.91% | 1,035,865 | $114,276,628 | $111,697,323 | -$2,579,305 | -2.26% | |
| First Western Trust Bank | 5.50% | 1,022,959 | $112,852,887 | $110,305,669 | -$2,547,218 | -2.26% | |
| Umb Bank, N.A. | 1.41% | 1,012,156 | $111,661,050 | $109,140,781 | -$2,520,269 | -2.26% | |
| Alerus Financial Na | 4.75% | 985,225 | $108,690,014 | $106,236,812 | -$2,453,202 | -2.26% | |
| Cerity Partners Llc | 0.13% | 963,764 | $106,322,999 | $103,922,672 | -$2,400,327 | -2.26% | |
| German American Bancorp, Inc. | 7.98% | 962,740 | $106,209,476 | $103,812,254 | -$2,397,222 | -2.26% | |
| Rockefeller Capital Management L.P. | 0.16% | 961,062 | $106,024,463 | $103,631,315 | -$2,393,148 | -2.26% | |
| Lido Advisors, Llc | 0.37% | 940,349 | $103,739,586 | $101,397,833 | -$2,341,753 | -2.26% | |
| Janney Montgomery Scott Llc | 0.20% | 915,320 | $100,978,000 | $98,698,956 | -$2,279,044 | -2.26% | |
| Jmg Financial Group, Ltd. | 2.43% | 913,629 | $100,791,569 | $98,516,615 | -$2,274,954 | -2.26% | |
| Washington Trust Co | 3.10% | 904,618 | $99,797,457 | $97,544,959 | -$2,252,498 | -2.26% | |
| Osaic Holdings, Inc. | 0.12% | 895,795 | $98,852,631 | $96,593,575 | -$2,259,056 | -2.29% | |
| Commonwealth Equity Services, Llc | 0.12% | 838,027 | $92,451,130 | $90,364,451 | -$2,086,679 | -2.26% | |
| Catalyst Capital Advisors Llc | 1.41% | 768,475 | $84,778,162 | $82,864,659 | -$1,913,503 | -2.26% |
Frequently asked questions about IWR
Who owns the most IWR stock?
The largest holders of IWR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL MID-CAP ETF (IWR).
Is IWR widely held by superinvestors?
Many widely followed stocks like IWR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.