IWR institutional holders
ISHARES RUSSELL MIDCAP ETF · 13F, 2026Q2
| Managers holding | 1,587 |
|---|
| Shares held | 436,352,882 |
|---|
| Reported value | $48.1bn |
|---|
| Quarter flows | 141 new, 509 added, 502 trimmed, 75 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| JONES FINANCIAL COMPANIES LLLP | 99,650,083 | $10.9bn | 4.4% |
| BANK OF AMERICA CORP /DE/ | 68,880,354 | $7.6bn | 0.5% |
| WELLS FARGO & COMPANY/MN | 45,367,356 | $5.0bn | 0.8% |
| US BANCORP \DE\ | 12,780,590 | $1.4bn | 1.5% |
| PNC Financial Services Group, Inc. | 12,472,614 | $1.4bn | 0.7% |
| MORGAN STANLEY | 11,932,912 | $1.3bn | 0.1% |
| Bank of New York Mellon Corp | 10,734,592 | $1.2bn | 0.2% |
| Baird Financial Group, Inc. | 10,660,298 | $1.2bn | 1.6% |
| NORTHERN TRUST CORP | 10,120,436 | $1.1bn | 0.1% |
| ROYAL BANK OF CANADA | 8,115,880 | $895.3m | 0.1% |
| JPMORGAN CHASE & CO | 7,379,679 | $812.9m | 0.0% |
| UBS Group AG | 7,353,365 | $811.2m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 4,500,690 | $496.5m | 0.1% |
| TRUIST FINANCIAL CORP | 4,120,231 | $454.5m | 0.5% |
| FMR LLC | 3,871,981 | $427.2m | 0.0% |
| AMG National Trust Bank | 3,869,983 | $426.9m | 8.8% |
| LPL Financial LLC | 3,730,141 | $411.5m | 0.1% |
| CIBC Bancorp USA Inc. | 3,158,174 | $348.4m | 0.4% |
| AMERIPRISE FINANCIAL INC | 3,077,347 | $340.2m | 0.1% |
| JOHNSON INVESTMENT COUNSEL INC | 3,001,929 | $331.2m | 2.4% |
| RAYMOND JAMES FINANCIAL INC | 2,794,796 | $308.3m | 0.1% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2,745,783 | $302.9m | 1.0% |
| FIFTH THIRD BANCORP | 2,501,173 | $275.9m | 0.4% |
| NATIXIS ADVISORS, LLC | 2,475,295 | $273.1m | 0.3% |
| Cetera Investment Advisers | 2,128,236 | $234.8m | 0.2% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("IWR"). IWR price history · All 13F data
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