13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IWR

ISHARES RUSSELL MID-CAP ETF

1,695 institutions still hold ISHARES RUSSELL MID-CAP ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287499·Exchange Traded Fund·1,695 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$36.5B
visible holders
Holders
1,695
filers reporting
Concentration
29.91%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q2 2026

1,695 institutions reported IWR in Q2 2026. JONES FINANCIAL COMPANIES LLLP leads at 29.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10.9B99.7M4.37%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7.6B68.9M0.49%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5.0B45.4M0.81%Q2 202604
US BANCORP \DE\
CIK 0000036104
$1.4B12.8M1.54%Q2 202605
MORGAN STANLEY
CIK 0000895421
$1.3B11.9M0.07%Q2 202606
Bank of New York Mellon Corp
CIK 0001390777
$1.2B10.7M0.19%Q2 202607
Baird Financial Group, Inc.
CIK 0001648711
$1.2B10.7M1.62%Q2 202608
NORTHERN TRUST CORP
CIK 0000073124· Index
$1.1B10.1M0.13%Q2 202609
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$1.0B10.7M0.62%Q4 202510
ROYAL BANK OF CANADA
CIK 0001000275
$895M8.1M0.13%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$813M7.4M0.04%Q2 202612
UBS Group AG
CIK 0001610520
$811M7.4M0.10%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$497M4.5M0.12%Q2 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$455M4.1M0.54%Q2 202615
FMR LLC
CIK 0000315066
$427M3.9M0.02%Q2 202616
AMG National Trust Bank
CIK 0001388829
$427M3.9M8.75%Q2 202617
LPL Financial LLC
CIK 0001403438
$412M3.7M0.09%Q2 202618
CIBC Bancorp USA Inc.
CIK 0001711924
$348M3.2M0.42%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$340M3.1M0.07%Q2 202620
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$331M3.0M2.42%Q2 2026
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