ISHARES RUSSELL MID-CAP ETF IWR
$110.34
+0.1% 52w: $88.40 – $110.34
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data88.4099.37110.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.5K
-7 QoQ
13F value
$40.59B
+4.8% QoQ
Smart-money holders
66
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
6.4×
$4.7M calls / $739K puts
Institutional value by quarter
Number of holders
Who owns IWR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 93.0M | $8.87B | 4.3% | +17.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 65.9M | $6.41B | 0.5% | -1.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 42.8M | $4.16B | 0.8% | +2.7% |
| US BANCORP \DE\ | Wealth advisor | 12.9M | $1.26B | 1.5% | -0.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 12.3M | $1.20B | 0.7% | -1.3% |
| MORGAN STANLEY | Bank broker | 11.0M | $1.07B | 0.1% | +1.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 10.7M | $1.04B | 0.2% | -0.5% |
| NORTHERN TRUST CORP | Index provider | 10.2M | $990.3M | 0.1% | -1.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 9.0M | $872.1M | 1.4% | +3.3% |
| ROYAL BANK OF CANADA | Bank broker | 7.9M | $765.7M | 0.1% | -0.5% |
| UBS Group AG | Bank broker | 7.2M | $704.5M | 0.1% | +20.5% |
| JPMORGAN CHASE & CO | Bank broker | 6.9M | $654.7M | 0.0% | +2.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.5M | $434.8M | 0.1% | -2.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 4.2M | $406.2M | 0.5% | -0.1% |
| FMR LLC | Long only active | 4.1M | $397.5M | 0.0% | +0.8% |
| AMG National Trust Bank | Wealth advisor | 3.9M | $378.1M | 8.2% | +2.0% |
| LPL Financial LLC | Bank broker | 3.8M | $365.2M | 0.1% | +6.7% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 3.1M | $306.2M | 0.4% | — |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.0M | $293.5M | 0.1% | +6.8% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 2.9M | $283.5M | 0.4% | +48.6% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 2.9M | $282.7M | 2.3% | +3.2% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 2.8M | $273.4M | 1.1% | — |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.8M | $272.3M | 0.1% | -4.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.5M | $247.7M | 0.5% | +25.7% |
| Cetera Investment Advisers | Wealth advisor | 2.1M | $207.4M | 0.2% | -5.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 2.0M | $191.2M | 0.1% | +27.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.0M | $191.2M | 0.0% | +1.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.9M | $185.2M | 0.7% | -0.2% |
| Mariner, LLC | Diversified mechanical | 1.7M | $170.0M | 0.2% | -1.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 1.6M | $152.4M | 0.6% | -0.2% |
| COMMERCE BANK | Diversified mechanical | 1.5M | $143.7M | 0.7% | -0.4% |
| Glenview Trust Co | Other | 1.4M | $131.3M | 2.1% | +3.4% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 1.3M | $121.9M | 0.9% | +0.3% |
| OAKWORTH CAPITAL, INC. | Wealth advisor | 1.2M | $118.2M | 6.3% | +2.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $116.5M | 0.1% | +1.5% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 1.1M | $109.5M | 1.8% | +268.6% |
| Waverly Advisors, LLC | Wealth advisor | 1.1M | $106.9M | 0.8% | +17.7% |
| First Western Trust Bank | Other | 1.0M | $101.1M | 5.1% | -2.7% |
| ALERUS FINANCIAL NA | Wealth advisor | 979.5K | $95.2M | 4.7% | +1.7% |
| UMB Bank, n.a. | Diversified mechanical | 964.9K | $93.8M | 1.3% | -0.1% |
| GERMAN AMERICAN BANCORP, INC. | Other | 961.5K | $93.5M | 8.0% | +0.3% |
| Creative Planning | Wealth advisor | 957.2K | $93.1M | 0.1% | +1.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 949.6K | $92.3M | 0.2% | +2.6% |
| Lido Advisors, LLC | Wealth advisor | 917.3K | $89.2M | 0.4% | +3.6% |
| JMG Financial Group, Ltd. | Wealth advisor | 916.4K | $89.1M | 2.5% | +5.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 916.3K | $89.1M | 0.2% | -12.4% |
| WASHINGTON TRUST Co | Other | 911.7K | $88.6M | 3.0% | -0.3% |
| Cerity Partners LLC | Diversified mechanical | 898.5K | $87.4M | 0.1% | +4.5% |
| Atlantic Union Bankshares Corp | Other | 866.6K | $84.3M | 1.6% | -2.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 863.9K | $84.0M | 0.1% | -5.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.