DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IWR

ISHARES RUSSELL MID-CAP ETF

1,658 institutions still hold ISHARES RUSSELL MID-CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287499·Exchange Traded Fund·1,658 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$31.1B
visible holders
Holders
1,658
filers reporting
Concentration
28.54%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q1 2026

1,658 institutions reported IWR in Q1 2026. JONES FINANCIAL COMPANIES LLLP leads at 28.5% 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
$8.9B93.0M4.26%Q1 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6.4B65.9M0.47%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4.2B42.8M0.79%Q1 2026
04
US BANCORP \DE\
CIK 0000036104
$1.3B12.9M1.52%Q1 2026
05
Bank of New York Mellon Corp
CIK 0001390777
$1.2B10.7M0.19%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$1.1B11.0M0.06%Q1 2026
07
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$1.0B10.7M0.62%Q4 2025
08
NORTHERN TRUST CORP
CIK 0000073124· Index
$990M10.2M0.13%Q1 2026
09
Baird Financial Group, Inc.
CIK 0001648711
$872M9.0M1.36%Q1 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$766M7.9M0.13%Q1 2026
11
UBS Group AG
CIK 0001610520
$704M7.2M0.11%Q1 2026
12
JPMORGAN CHASE & CO
CIK 0000019617
$655M6.9M0.04%Q1 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$497M4.5M0.12%Q2 2026
14
TRUIST FINANCIAL CORP
CIK 0000092230
$455M4.1M0.54%Q2 2026
15
AMG National Trust Bank
CIK 0001388829
$427M3.9M8.75%Q2 2026
16
LPL Financial LLC
CIK 0001403438
$412M3.7M0.09%Q2 2026
17
FMR LLC
CIK 0000315066
$398M4.1M0.02%Q1 2026
18
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$331M3.0M2.42%Q2 2026
19
CIBC Bancorp USA Inc.
CIK 0001711924
$306M3.1M0.41%Q1 2026
20
CIBC Private Wealth Group LLC
CIK 0001298088
$303M3.1M0.51%Q4 2025
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