Security record · archived quarter
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
10Tracked holders
0Δ holders
30.11MShares held
$2.91BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 13.25M | — | $1.28B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 10.34M | — | $998.10M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 10.34M | — | $998.10M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 10.34M | — | $998.10M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 10.34M | — | $998.10M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 10.34M | — | $998.10M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 10.34M | — | $998.10M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 10.34M | — | $998.10M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.05M | -0.4% | $390.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 4.05M | -0.4% | $390.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 2.00M | — | $192.75M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 2.00M | — | $192.75M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 2.00M | — | $192.75M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 383.00K | +29.2% | $36.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 383.00K | +29.2% | $36.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 383.00K | +29.2% | $36.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 383.00K | +29.2% | $36.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 383.00K | +29.2% | $36.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | The Vanguard Group ✦ (passive) | 61.28K | -0.1% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | The Vanguard Group ✦ (passive) | 61.28K | -0.1% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 22.20K | -2.2% | $2.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 15.50K | +179.9% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 15.50K | +179.9% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Fisher Asset Management ✦ | 3.60K | New | $347,417 | 0.0% | New | 1 | SEC ↗ |
| 42 | Harris Associates (Oakmark) ✦ | 1.00K | 0.0% | $96,521 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $347,417 | 0.0% |
Exited
| Citadel Advisors | $5.12M | 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: Q3 2025 ·
Methodology ·
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