Who owns IWR?
iShares Russell Mid-Cap ETF · iShares
1,589 institutions reported holding IWR, worth $48.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IWR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Jones Financial Companies LLLP | Des Peres, MO | $10.9B | 99,650,083 | +6,686,541 shares |
| Bank of America Corp. | Charlotte, NC | $7.6B | 68,880,354 | +3,004,119 shares |
| Wells Fargo & Company | San Francisco, CA | $5.0B | 45,367,356 | +2,541,149 shares |
| US Bancorp | Minneapolis, MN | $1.4B | 12,780,590 | −140,495 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $1.4B | 12,472,614 | +139,136 shares |
| Morgan Stanley | New York, NY | $1.3B | 11,932,912 | +946,075 shares |
| Bank of New York Mellon Corp | New York, NY | $1.2B | 10,734,592 | +7,311 shares |
| Baird Financial Group, Inc. | Milwaukee, WI | $1.2B | 10,660,298 | +1,690,390 shares |
| Northern Trust Corp. | Chicago, IL | $1.1B | 10,120,436 | −65,074 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $895.3M | 8,115,880 | +241,120 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IWR?
1,589 institutional managers reported holding IWR in Form 13F filings for June 30, 2026, worth $48.1B in total. The largest reported position was held by Jones Financial Companies LLLP, at $10.9B.
Did institutions buy or sell IWR last quarter?
Reported 13F value rose 18.7% from March 31, 2026, which includes price moves as well as buying and selling. 161 firms reported a new position and 53 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IWR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.