Security record
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
79Tracked holders
+3Δ holders
355.13MShares held
$39.10BReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.9% ·
share flow +4.6% ·
net new positions +3.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | +3 | 355.13M | $39.10B | +5 | −2 |
| Q1 2026 | 77 | 0 | 339.70M | $32.85B | +3 | −3 |
| Q4 2025 | 77 | 0 | 320.75M | $30.87B | +1 | −1 |
| Q3 2025 | 10 | 0 | 30.11M | $2.91B | +1 | −1 |
| Q2 2025 | 7 | -1 | 4.51M | $414.45M | +2 | −3 |
| Q1 2025 | 5 | -1 | 44.02K | $3.75M | — | −1 |
| Q4 2024 | 6 | +2 | 117.42K | $10.38M | +2 | — |
| Q3 2024 | 4 | -1 | 101.12K | $8.91M | +1 | −2 |
| Q2 2024 | 5 | — | 412.32K | $33.43M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 99.65M | +7.2% | $10.92B | 4.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 68.88M | +4.6% | $7.60B | 0.5% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 45.37M | +5.9% | $5.00B | 0.9% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Us Bancorp \De\ | 12.78M | -1.1% | $1.41B | 1.5% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ ×10 |
| 6 | Morgan Stanley ✦ | 11.93M | +8.6% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ ×6 |
| 7 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 8 | Baird Financial Group, Inc. | 10.66M | +18.9% | $1.18B | 1.6% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Northern Trust Corp | 10.12M | -0.6% | $1.12B | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ ×9 |
| 11 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×10 |
| 12 | UBS Group AG | 7.35M | +1.5% | $811.22M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 4.50M | +0.7% | $496.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 4.12M | -1.4% | $454.54M | 0.5% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Fidelity (FMR) ✦ | 3.87M | -5.3% | $427.16M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 16 | LPL Financial LLC | 3.73M | -0.7% | $411.51M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | CIBC Bancorp USA Inc. | 3.16M | +0.3% | $348.38M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 3.08M | +2.0% | $340.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Raymond James Financial Inc | 2.79M | -0.2% | $308.32M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Fifth Third Bancorp | 2.50M | -1.8% | $275.93M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 2.13M | -0.2% | $234.79M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 23 | Goldman Sachs Group ✦ | 1.98M | +0.5% | $218.09M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 24 | Mariner, LLC | 1.73M | -1.2% | $190.58M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Northwestern Mutual Wealth… | 1.21M | +1.4% | $133.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 969.04K | +7.9% | $106.91M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Rockefeller Capital Management L.P. | 961.06K | +1.2% | $106.02M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 28 | Lido Advisors, LLC | 940.35K | +2.5% | $103.74M | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Creative Planning | 936.52K | -2.2% | $103.32M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Osaic Holdings, Inc. | 895.79K | +20.2% | $98.85M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Commonwealth Equity Services, Llc | 838.03K | -3.0% | $92.45M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Franklin Resources Inc | 666.99K | +0.2% | $73.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 33 | Wealth Enhancement Advisory… | 563.03K | +1.6% | $61.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 538.83K | +10.3% | $59.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 527.78K | +3.5% | $58.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 489.16K | -3.6% | $53.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | Kayne Anderson Rudnick Investment… | 456.80K | -37.0% | $50.40M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 435.91K | +16.0% | $48.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Bnp Paribas Financial Markets | 361.62K | +75.6% | $39.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 359.57K | +18.5% | $39.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Captrust Financial Advisors | 354.02K | -0.8% | $39.06M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | Brown Advisory Inc | 353.65K | -5.4% | $39.01M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Mercer Global Advisors Inc /Adv | 315.13K | +5.1% | $34.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Stifel Financial Corp | 291.92K | -2.6% | $32.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 45 | BlackRock ✦ (passive) | 256.06K | -26.4% | $28.25M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 46 | Blair William & Co/Il | 182.35K | +9.7% | $20.12M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank Of Nova Scotia | 165.38K | 0.0% | $18.24M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 48 | Alliancebernstein L.P. | 176.02K | +3.0% | $17.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 117.82K | +57.7% | $13.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 97.28K | +79.1% | $10.73M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 51 | Jane Street Group, Llc | 89.68K | +308.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Principal Financial Group Inc | 75.25K | -63.0% | $8.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 53 | Tudor Investment Corp Et Al | 54.87K | +397.2% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 48.10K | +103.6% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Citigroup Inc | 42.01K | -0.1% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | Voya Investment Management Llc | 40.55K | -60.8% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Financial Engines Advisors L.L.C. | 37.62K | -1.1% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Nuveen, LLC | 35.61K | New | $3.93M | 0.0% | New | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 31.16K | +38.1% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Hsbc Holdings Plc | 29.90K | +4.0% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Wealthfront Advisers LLC | 27.52K | -2.9% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | TD Waterhouse Canada Inc. | 25.91K | +3.9% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 14.80K | -41.3% | $1.63M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 64 | Allspring Global Investments… | 14.54K | -64.1% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 65 | Assetmark, Inc | 14.28K | -14.2% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Neuberger Berman Group LLC | 10.34K | +0.2% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | IMC-Chicago, LLC | 7.98K | +33.9% | $880,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Rhumbline Advisers | 7.62K | +46.6% | $841,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Empower Advisory Group, LLC | 7.36K | -9.6% | $811,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | First Trust Advisors Lp | 7.09K | +33.2% | $781,763 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 4.39K | 0.0% | $484,084 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 3.96K | New | $437,088 | 0.0% | New | 1 | SEC ↗ |
| 73 | Millennium Management ✦ | 3.54K | New | $390,092 | 0.0% | New | 1 | SEC ↗ |
| 74 | Fisher Asset Management ✦ | 3.49K | -10.9% | $384,955 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | First Manhattan Co. Llc. | 2.99K | 0.0% | $329,746 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Squarepoint Ops LLC | 2.85K | New | $314,964 | 0.0% | New | 1 | SEC ↗ |
| 77 | Cibc World Market Inc. | 2.66K | -40.0% | $293,451 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Tidal Investments LLC | 2.57K | New | $283,081 | 0.0% | New | 1 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 1.53K | -8.7% | $168,790 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $3.93M | 0.0% |
| Gotham Asset Management | $437,088 | 0.0% |
| Millennium Management | $390,092 | 0.0% |
| Squarepoint Ops LLC | $314,964 | 0.0% |
| Tidal Investments LLC | $283,081 | 0.0% |
Exited
| Lazard Asset Management Llc | $1.58M | was 0.0% |
| Invesco Ltd. | $360,140 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,501 holders, 412.13M shares, $39.36B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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