Who owns iShares Russell Mid-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IWR from SEC Form 13F filings across 1,602 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,602 institutions disclosed 436.4M shares of iShares Russell Mid-Cap ETF worth $48.06B — about 85% of shares outstanding; the largest disclosed holder is JONES FINANCIAL COMPANIES LLLP. Source: SEC Form 13F filings, parsed by EvidInvest.
1,602
13F holders
$48.06B
value, 2026 filers
85%
of shares outstanding (436.4M sh)
170
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IWR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 99.7M | $10.92B | 4.4% | 19.4% | +7.2% |
| 2 | BANK OF AMERICA CORP /DE/ | 68.9M | $7.60B | 0.5% | 13.4% | +4.6% |
| 3 | WELLS FARGO & COMPANY/MN | 45.4M | $5.00B | 0.8% | 8.8% | +5.9% |
| 4 | US BANCORP \DE\ | 12.8M | $1.41B | 1.5% | 2.5% | -1.1% |
| 5 | PNC Financial Services Group, Inc. | 12.5M | $1.38B | 0.7% | 2.4% | +1.1% |
| 6 | MORGAN STANLEY | 11.9M | $1.32B | 0.1% | 2.3% | +8.6% |
| 7 | Bank of New York Mellon Corp | 10.7M | $1.18B | 0.2% | 2.1% | +0.1% |
| 8 | Baird Financial Group, Inc. | 10.7M | $1.18B | 1.6% | 2.1% | +18.8% |
| 9 | NORTHERN TRUST CORP | 10.1M | $1.12B | 0.1% | 2% | -0.6% |
| 10 | ROYAL BANK OF CANADA | 8.1M | $895.3M | 0.1% | 1.6% | +3.1% |
| 11 | JPMORGAN CHASE & CO | 7.4M | $812.9M | 0.0% | 1.4% | +6.8% |
| 12 | UBS Group AG | 7.4M | $811.2M | 0.1% | 1.4% | +1.5% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4.5M | $496.5M | 0.1% | 0.9% | +0.7% |
| 14 | TRUIST FINANCIAL CORP | 4.1M | $454.5M | 0.5% | 0.8% | -1.4% |
| 15 | FMR LLC | 3.9M | $427.2M | 0.0% | 0.8% | -5.3% |
| 16 | AMG National Trust Bank | 3.9M | $426.9M | 8.8% | 0.8% | -0.5% |
| 17 | LPL Financial LLC | 3.7M | $411.5M | 0.1% | 0.7% | -0.7% |
| 18 | CIBC Bancorp USA Inc. | 3.2M | $348.4M | 0.4% | 0.6% | +0.3% |
| 19 | AMERIPRISE FINANCIAL INC | 3.1M | $340.2M | 0.1% | 0.6% | +2.0% |
| 20 | JOHNSON INVESTMENT COUNSEL INC | 3.0M | $331.2M | 2.4% | 0.6% | +3.2% |
| 21 | RAYMOND JAMES FINANCIAL INC | 2.8M | $308.3M | 0.1% | 0.5% | -0.2% |
| 22 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.7M | $302.9M | 1.0% | 0.5% | -2.3% |
| 23 | FIFTH THIRD BANCORP | 2.5M | $275.9M | 0.4% | 0.5% | -1.8% |
| 24 | NATIXIS ADVISORS, LLC | 2.5M | $273.1M | 0.3% | 0.5% | -15.1% |
| 25 | Cetera Investment Advisers | 2.1M | $234.8M | 0.2% | 0.4% | -0.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.