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 | Jones Financial Companies Lllp | 99.65M | +7.2% | $10.92B | 4.4% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 68.88M | +4.6% | $7.60B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 68.88M | +4.6% | $7.60B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 68.88M | +4.6% | $7.60B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 68.88M | +4.6% | $7.60B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 68.88M | +4.6% | $7.60B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 68.88M | +4.6% | $7.60B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 45.37M | +5.9% | $5.00B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 45.37M | +5.9% | $5.00B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 45.37M | +5.9% | $5.00B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 45.37M | +5.9% | $5.00B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 45.37M | +5.9% | $5.00B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 12.78M | -1.1% | $1.41B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 15 | Us Bancorp \De\ | 12.78M | -1.1% | $1.41B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 16 | Us Bancorp \De\ | 12.78M | -1.1% | $1.41B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 12.78M | -1.1% | $1.41B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 11.93M | +8.6% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 11.93M | +8.6% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 11.93M | +8.6% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 11.93M | +8.6% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 11.93M | +8.6% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 11.93M | +8.6% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 10.66M | +18.9% | $1.18B | 1.6% | ▲ Add | 3 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 10.66M | +18.9% | $1.18B | 1.6% | ▲ Add | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 10.12M | -0.6% | $1.12B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 10.12M | -0.6% | $1.12B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Northern Trust Corp | 10.12M | -0.6% | $1.12B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 53 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 54 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 55 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | UBS Group AG | 7.35M | +1.5% | $811.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | UBS Group AG | 7.35M | +1.5% | $811.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | UBS Group AG | 7.35M | +1.5% | $811.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Envestnet Asset Management Inc | 4.50M | +0.7% | $496.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Truist Financial Corp | 4.12M | -1.4% | $454.54M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 71 | Truist Financial Corp | 4.12M | -1.4% | $454.54M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 72 | Truist Financial Corp | 4.12M | -1.4% | $454.54M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 3.87M | -5.3% | $427.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 3.87M | -5.3% | $427.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 75 | LPL Financial LLC | 3.73M | -0.7% | $411.51M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 76 | CIBC Bancorp USA Inc. | 3.16M | +0.3% | $348.38M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 77 | CIBC Bancorp USA Inc. | 3.16M | +0.3% | $348.38M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 3.08M | +2.0% | $340.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 79 | Ameriprise Financial Inc | 3.08M | +2.0% | $340.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 80 | Ameriprise Financial Inc | 3.08M | +2.0% | $340.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 81 | Ameriprise Financial Inc | 3.08M | +2.0% | $340.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 82 | Raymond James Financial Inc | 2.79M | -0.2% | $308.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 83 | Raymond James Financial Inc | 2.79M | -0.2% | $308.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 84 | Raymond James Financial Inc | 2.79M | -0.2% | $308.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 85 | Fifth Third Bancorp | 2.50M | -1.8% | $275.93M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 86 | Cetera Investment Advisers | 2.13M | -0.2% | $234.79M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 94 | Goldman Sachs Group ✦ | 1.98M | +0.5% | $218.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 1.98M | +0.5% | $218.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 1.98M | +0.5% | $218.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 1.98M | +0.5% | $218.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 98 | Mariner, LLC | 1.73M | -1.2% | $190.58M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 99 | Mariner, LLC | 1.73M | -1.2% | $190.58M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 100 | Mariner, LLC | 1.73M | -1.2% | $190.58M | 0.2% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
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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