Security record · archived quarter
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
77Tracked holders
0Δ holders
339.70MShares held
$32.85BReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 586.14K | $63.78M | n/a | −1 |
| Q2 2026 | 78 | +3 | 354.65M | $39.05B | +5 | −3 |
| 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 | n/a | −1 |
| Q4 2024 | 6 | +2 | 117.42K | $10.38M | +2 | n/a |
| Q3 2024 | 4 | -1 | 101.12K | $8.91M | +1 | −2 |
| Q2 2024 | 5 | n/a | 412.32K | $33.43M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 92.96M | +17.8% | $8.87B | 4.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 65.88M | -1.0% | $6.41B | 0.5% | ▼ Trim | 2 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 42.83M | +2.7% | $4.16B | 0.8% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Us Bancorp \De\ | 12.92M | -0.1% | $1.26B | 1.5% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ ×10 |
| 6 | Morgan Stanley ✦ | 10.99M | +1.8% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 7 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ ×9 |
| 8 | Northern Trust Corp | 10.19M | -1.4% | $990.34M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Baird Financial Group, Inc. | 8.97M | +3.3% | $872.14M | 1.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 11 | UBS Group AG | 7.25M | +20.5% | $704.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 13 | Envestnet Asset Management Inc | 4.47M | -2.8% | $434.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 4.18M | -0.1% | $406.16M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Fidelity (FMR) ✦ | 4.09M | +0.8% | $397.54M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | LPL Financial LLC | 3.76M | +6.7% | $365.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | CIBC Bancorp USA Inc. | 3.15M | n/a | $306.23M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 3.02M | +6.8% | $293.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Raymond James Financial Inc | 2.80M | -4.1% | $272.30M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Fifth Third Bancorp | 2.55M | +25.8% | $247.74M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 2.13M | -5.5% | $207.44M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 23 | Goldman Sachs Group ✦ | 1.97M | +1.3% | $191.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Mariner, LLC | 1.75M | -1.5% | $170.03M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Northwestern Mutual Wealth… | 1.20M | +1.5% | $116.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 957.23K | +1.9% | $93.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Rockefeller Capital Management L.P. | 949.59K | +2.6% | $92.33M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 28 | Lido Advisors, LLC | 917.28K | +3.6% | $89.19M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Cerity Partners LLC | 898.47K | +4.5% | $87.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Commonwealth Equity Services, Llc | 863.95K | -5.0% | $84.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 745.06K | +8.2% | $72.46M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Kayne Anderson Rudnick Investment… | 725.46K | +19.2% | $70.54M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 33 | Franklin Resources Inc | 665.83K | -0.1% | $64.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 34 | Wealth Enhancement Advisory… | 554.43K | -35.4% | $54.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 509.88K | +1.6% | $49.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 507.22K | -2.9% | $49.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 488.47K | -62.0% | $46.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 375.88K | +887.1% | $36.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Brown Advisory Inc | 373.72K | +0.7% | $36.34M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Captrust Financial Advisors | 356.99K | -0.8% | $34.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 347.97K | -12.2% | $33.83M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 42 | Mml Investors Services, Llc | 303.49K | -6.2% | $29.51M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 299.82K | -5.9% | $29.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 299.76K | -5.8% | $29.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 45 | Bnp Paribas Financial Markets | 205.95K | -51.9% | $20.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Principal Financial Group Inc | 203.64K | -55.7% | $19.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Cwm, Llc | 177.26K | -25.4% | $17.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 170.84K | +0.7% | $16.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 166.31K | +13.4% | $16.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank Of Nova Scotia | 165.38K | 0.0% | $16.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Voya Investment Management Llc | 103.40K | +10.4% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 74.70K | +91.3% | $7.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 54.33K | +62.5% | $5.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 54 | Citigroup Inc | 42.07K | -17.1% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Allspring Global Investments… | 40.47K | +1.4% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | Financial Engines Advisors L.L.C. | 38.03K | -3.1% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Hsbc Holdings Plc | 28.75K | -52.0% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Wealthfront Advisers LLC | 28.34K | +23.1% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Renaissance Technologies ✦ | 25.20K | -27.6% | $2.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 24.93K | +2.2% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 23.62K | +11.5% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 22.56K | -9.7% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Jane Street Group, Llc | 21.97K | +339.5% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Assetmark, Inc | 16.64K | +11.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 16.26K | 0.0% | $1.58M | 0.0% | Held | 2 | SEC ↗ |
| 66 | Tudor Investment Corp Et Al | 11.04K | New | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 67 | Neuberger Berman Group LLC | 10.32K | +0.5% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Empower Advisory Group, LLC | 8.14K | -8.8% | $791,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | IMC-Chicago, LLC | 5.96K | New | $579,491 | 0.0% | New | 1 | SEC ↗ |
| 70 | First Trust Advisors Lp | 5.32K | +0.2% | $517,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Rhumbline Advisers | 5.20K | -84.7% | $505,691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cibc World Market Inc. | 4.43K | +65.9% | $430,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 4.39K | 0.0% | $426,733 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Fisher Asset Management ✦ | 3.92K | +5.1% | $380,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Invesco Ltd. | 3.70K | New | $360,140 | 0.0% | New | 1 | SEC ↗ |
| 76 | First Manhattan Co. Llc. | 2.99K | -4.2% | $290,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 1.68K | -52.1% | $162,860 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Tudor Investment Corp Et Al | $1.07M | 0.0% |
| IMC-Chicago, LLC | $579,491 | 0.0% |
| Invesco Ltd. | $360,140 | 0.0% |
Exited
| Qube Research & Technologies… | $1.40M | was 0.0% |
| D. E. Shaw & Co. | $439,280 | was 0.0% |
| Clearbridge Investments, LLC | $312,878 | 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: Q1 2026 ·
Methodology ·
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