IWR Institutional Ownership & Shareholders
ISHARES RUSSELL MID-CAP ETF (IWR) is currently held by 1,578 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.22B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $10.96B, representing an estimated gain of +0.40% 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
1,578
Total Reported Value
$47.22B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$10.92B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
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 | $10,964,498,632 | +$43,496,101 | +0.40% | |
| Bank Of America Corp | 0.49% | 68,880,354 | $7,598,880,682 | $7,578,905,351 | -$19,975,331 | -0.26% | |
| Wells Fargo & Company/Mn | 0.87% | 45,367,356 | $5,004,926,746 | $4,991,770,181 | -$13,156,565 | -0.26% | |
| Us Bancorp \De\ | 1.54% | 12,780,590 | $1,409,955,789 | $1,406,248,318 | -$3,707,471 | -0.26% | |
| Morgan Stanley | 0.07% | 11,932,912 | $1,316,439,002 | $1,312,978,307 | -$3,460,695 | -0.26% | |
| Bank Of New York Mellon Corp | 0.19% | 10,734,592 | $1,184,240,196 | $1,181,127,158 | -$3,113,038 | -0.26% | |
| Pnc Financial Services Group, Inc. | 0.64% | 10,714,908 | $1,182,068,598 | $1,178,961,327 | -$3,107,271 | -0.26% | |
| Baird Financial Group, Inc. | 1.62% | 10,660,298 | $1,176,044,154 | $1,172,952,589 | -$3,091,565 | -0.26% | |
| Northern Trust Corp | 0.13% | 10,120,436 | $1,116,486,499 | $1,113,551,573 | -$2,934,926 | -0.26% | |
| Royal Bank Of Canada | 0.15% | 8,115,880 | $895,344,000 | $892,990,276 | -$2,353,724 | -0.26% | |
| Jpmorgan Chase & Co | 0.05% | 7,379,679 | $812,945,597 | $811,986,080 | -$959,517 | -0.12% | |
| Ubs Group Ag | 0.13% | 7,353,365 | $811,223,227 | $809,090,751 | -$2,132,476 | -0.26% | |
| Envestnet Asset Management Inc | 0.12% | 4,500,690 | $496,504,861 | $495,210,921 | -$1,293,940 | -0.26% | |
| Truist Financial Corp | 0.53% | 4,161,402 | $444,063,223 | $457,879,062 | +$13,815,839 | +3.11% | |
| Fmr Llc | 0.02% | 3,871,981 | $427,157,004 | $426,034,069 | -$1,122,935 | -0.26% | |
| Amg National Trust Bank | 8.78% | 3,869,983 | $426,936,541 | $425,814,229 | -$1,122,312 | -0.26% | |
| Lpl Financial Llc | 0.09% | 3,730,141 | $411,509,128 | $410,427,414 | -$1,081,714 | -0.26% | |
| Cibc Bancorp Usa Inc. | 0.43% | 3,158,174 | $348,376,004 | $347,493,885 | -$882,119 | -0.25% | |
| Ameriprise Financial Inc | 0.07% | 3,077,347 | $340,209,154 | $338,600,490 | -$1,608,664 | -0.47% | |
| Johnson Investment Counsel Inc | 2.42% | 3,001,929 | $331,172,758 | $330,302,248 | -$870,510 | -0.26% | |
| Raymond James Financial Inc | 0.08% | 2,794,796 | $308,321,868 | $307,511,404 | -$810,464 | -0.26% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.04% | 2,745,783 | $302,914,781 | $302,118,503 | -$796,278 | -0.26% | |
| Fifth Third Bancorp | 0.45% | 2,501,173 | $275,929,467 | $275,204,065 | -$725,402 | -0.26% | |
| Natixis Advisors, Llc | 0.31% | 2,475,295 | $273,074,000 | $272,356,709 | -$717,291 | -0.26% | |
| Cetera Investment Advisers | 0.21% | 2,128,236 | $234,786,970 | $234,169,807 | -$617,163 | -0.26% | |
| Bank Of Montreal | 0.08% | 1,984,789 | $218,961,950 | $218,386,334 | -$575,616 | -0.26% | |
| Goldman Sachs Group Inc | 0.02% | 1,976,882 | $218,089,642 | $217,516,326 | -$573,316 | -0.26% | |
| Mariner, Llc | 0.20% | 1,727,554 | $190,582,408 | $190,082,767 | -$499,641 | -0.26% | |
| Pathstone Holdings, Llc | 0.74% | 1,904,995 | $185,222,507 | $209,606,600 | +$24,384,093 | +13.16% | |
| Keybank National Association/Oh | 0.57% | 1,557,703 | $171,845,801 | $171,394,061 | -$451,740 | -0.26% | |
| Commerce Bank | 0.70% | 1,439,471 | $158,802,440 | $158,384,994 | -$417,446 | -0.26% | |
| Glenview Trust Co | 2.04% | 1,418,745 | $151,394,278 | $156,104,512 | +$4,710,234 | +3.11% | |
| Pinnacle Financial Partners, Inc. | 0.94% | 1,245,534 | $137,407,388 | $137,046,106 | -$361,282 | -0.26% | |
| Oakworth Capital, Inc. | 6.25% | 1,244,957 | $132,849,361 | $136,982,619 | +$4,133,258 | +3.11% | |
| Waverly Advisors, Llc | 0.76% | 1,187,415 | $130,995,643 | $130,651,272 | -$344,371 | -0.26% | |
| Performa Ltd (Us), Llc | 20.01% | 1,124,020 | $124,001,886 | $123,675,921 | -$325,965 | -0.26% | |
| Atlantic Union Bankshares Corp | 1.91% | 1,035,865 | $114,276,628 | $113,976,226 | -$300,402 | -0.26% | |
| First Western Trust Bank | 5.50% | 1,022,959 | $112,852,887 | $112,556,179 | -$296,708 | -0.26% | |
| Umb Bank, N.A. | 1.41% | 1,012,156 | $111,661,050 | $111,367,525 | -$293,525 | -0.26% | |
| Alerus Financial Na | 4.75% | 985,225 | $108,690,014 | $108,404,307 | -$285,707 | -0.26% | |
| Cerity Partners Llc | 0.13% | 963,764 | $106,322,999 | $106,042,953 | -$280,046 | -0.26% | |
| German American Bancorp, Inc. | 7.98% | 962,740 | $106,209,476 | $105,930,282 | -$279,194 | -0.26% | |
| Rockefeller Capital Management L.P. | 0.16% | 961,062 | $106,024,463 | $105,745,652 | -$278,811 | -0.26% | |
| Lido Advisors, Llc | 0.37% | 940,349 | $103,739,586 | $103,466,600 | -$272,986 | -0.26% | |
| Janney Montgomery Scott Llc | 0.20% | 915,320 | $100,978,000 | $100,712,660 | -$265,340 | -0.26% | |
| Jmg Financial Group, Ltd. | 2.43% | 913,629 | $100,791,569 | $100,526,599 | -$264,970 | -0.26% | |
| Creative Planning | 0.06% | 943,327 | $100,662,476 | $103,794,270 | +$3,131,794 | +3.11% | |
| Osaic Holdings, Inc. | 0.12% | 895,795 | $98,852,631 | $98,564,324 | -$288,307 | -0.29% | |
| Washington Trust Co | 2.97% | 897,690 | $95,792,499 | $98,772,831 | +$2,980,332 | +3.11% | |
| Catalyst Capital Advisors Llc | 1.47% | 851,871 | $90,903,154 | $93,731,366 | +$2,828,212 | +3.11% |
Frequently asked questions about IWR
Who are the largest institutional holders of IWR?
The largest institutional holders of IWR reported in the latest SEC Form 13F filings include Jones Financial Companies Lllp, Bank Of America Corp, Wells Fargo & Company/Mn, Us Bancorp \De\, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported IWR position.
What is IWR institutional ownership?
This page tracks IWR positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL MID-CAP ETF (IWR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWR?
InsiderSet currently tracks 1,578 institutional managers reporting IWR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWR shareholders.
How much IWR stock do institutions own?
Institutional investment managers disclosed approximately $47.22B in IWR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWR institutional ownership last updated?
The latest IWR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWR position after the reporting date.
Are institutions buying or selling IWR?
Institutional buying and selling can be analyzed by comparing IWR positions across consecutive 13F reporting periods. InsiderSet's IWR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWR ownership changes.
How has IWR institutional ownership changed over time?
InsiderSet tracks IWR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.