Vault-13

ISHARES TR IWR

RUS MID CAP ETF · ETP · CUSIP 464287499

1,525 institutional holders -1 vs Q4 2025
419,025,401419.0m shares reported held*
$40.6bnreported value*
80 new 465 added 537 reduced 77 sold out net bought ≈ $1.6bn (+16.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($51.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.87. Options: 3 managers hold calls ($4.7m notional), 1 hold puts ($738.9k).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,066Q4 22: 1,142Q1 23: 1,123Q2 23: 1,148Q3 23: 1,146Q4 23: 1,250Q1 24: 1,256Q2 24: 1,247Q3 24: 1,301Q4 24: 1,420Q1 25: 1,379Q2 25: 1,447Q3 25: 1,433Q4 25: 1,526Q1 26: 1,5251,525Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20221,066
Q4 20221,142
Q1 20231,123
Q2 20231,148
Q3 20231,146
Q4 20231,250
Q1 20241,256
Q2 20241,247
Q3 20241,301
Q4 20241,420
Q1 20251,379
Q2 20251,447
Q3 20251,433
Q4 20251,526
Q1 20261,525

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ2 24: 489 bought or addedQ2 24: 498 cut or sold outQ3 24: 500 bought or addedQ3 24: 473 cut or sold outQ3 24Q4 24: 573 bought or addedQ4 24: 460 cut or sold outQ1 25: 514 bought or addedQ1 25: 597 cut or sold outQ1 25Q2 25: 569 bought or addedQ2 25: 521 cut or sold outQ3 25: 545 bought or addedQ3 25: 528 cut or sold outQ3 25Q4 25: 648 bought or addedQ4 25: 484 cut or sold outQ1 26: 545 bought or addedQ1 26: 614 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024489498
Q3 2024500473
Q4 2024573460
Q1 2025514597
Q2 2025569521
Q3 2025545528
Q4 2025648484
Q1 2026545614

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15m$20mQ2 25 calls: $14.5mQ2 25 puts: $2.0mQ2 25P/C 0.14Q3 25 calls: $16.2mQ3 25 puts: $1.3mQ3 25P/C 0.08Q4 25 calls: $6.7mQ4 25 puts: $884.0kQ4 25P/C 0.13Q1 26 calls: $4.7mQ1 26 puts: $738.9kQ1 26P/C 0.16
Numbers
QuarterCallsPutsP/C
Q2 2025$14.5m$2.0m0.14
Q3 2025$16.2m$1.3m0.08
Q4 2025$6.7m$884.0k0.13
Q1 2026$4.7m$738.9k0.16

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +14,042,687+14.0m
UBS Group AG Added +1,231,951+1.2m
WELLS FARGO & COMPANY/MN Added +1,140,119+1.1m
NATIXIS ADVISORS, LLC Added +953,277+953.3k
Mesirow Financial Investment Management, Inc. Added +820,594+820.6k
FIFTH THIRD BANCORP Added +521,709+521.7k
BANK OF MONTREAL /CAN/ Added +419,567+419.6k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +337,804+337.8k
MCF Advisors LLC Added +307,867+307.9k
Baird Financial Group, Inc. Added +288,439+288.4k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -2,888,904-2.9m
Corient Private Wealth LP Reduced -797,482-797.5k
BANK OF AMERICA CORP /DE/ Reduced -693,395-693.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -304,187-304.2k
PRINCIPAL FINANCIAL GROUP INC Reduced -255,612-255.6k
BNP PARIBAS FINANCIAL MARKETS Reduced -222,556-222.6k
Envestnet Portfolio Solutions, Inc. Reduced -168,484-168.5k
PNC Financial Services Group, Inc. Reduced -164,229-164.2k
NORTHERN TRUST CORP Reduced -146,081-146.1k
Janney Montgomery Scott LLC Reduced -130,227-130.2k

Biggest calls

CITADEL ADVISORS LLC Reduced $2.6m27.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.7m17.0k shares
JANE STREET GROUP, LLC Reduced $447.3k4.6k shares

Biggest puts

CITADEL ADVISORS LLC Added $738.9k7.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JONES FINANCIAL COMPANIES LLLP 4.26% of their portfolio DES PERES, MO 92,963,54293.0m $8.9bn $8.9bn 4.26% Added +14.0m +14,042,687
2 BANK OF AMERICA CORP /DE/ 0.47% of their portfolio CHARLOTTE, NC 65,876,23565.9m $6.4bn $6.4bn 0.47% Reduced -693.4k -693,395
3 WELLS FARGO & COMPANY/MN 0.83% of their portfolio SAN FRANCISCO, CA 42,826,20742.8m $4.2bn $4.2bn 0.83% Added +1.1m +1,140,119
4 US BANCORP \DE\ 1.52% of their portfolio MINNEAPOLIS, MN 12,921,08512.9m $1.3bn $1.3bn 1.52% Reduced -7.9k -7,886
5 PNC Financial Services Group, Inc. 0.69% of their portfolio Pittsburgh, PA 12,333,47812.3m $1.2bn $1.2bn 0.69% Reduced -164.2k -164,229
6 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 10,986,83711.0m $1.1bn $1.1bn 0.06% Added +189.1k +189,068
7 Bank of New York Mellon Corp 0.19% of their portfolio NEW YORK, NY 10,727,28110.7m $1.0bn $1.0bn 0.19% Reduced -52.2k -52,159
8 NORTHERN TRUST CORP 0.13% of their portfolio CHICAGO, IL 10,185,51010.2m $990.3m $990.3m 0.13% Reduced -146.1k -146,081
9 Baird Financial Group, Inc. 1.36% of their portfolio MILWAUKEE, WI 8,969,9089.0m $872.1m $872.1m 1.36% Added +288.4k +288,439
10 ROYAL BANK OF CANADA 0.15% of their portfolio TORONTO, A6 7,874,7607.9m $765.7m $765.7m 0.15% Reduced -37.1k -37,150
11 UBS Group AG 0.13% of their portfolio ZURICH, V8 7,245,6377.2m $704.5m $704.5m 0.13% Added +1.2m +1,231,951
12 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 6,910,9836.9m $654.7m $654.7m 0.04% Added +171.6k +171,633
13 ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio Berwyn, PA 4,471,3614.5m $434.8m $434.8m 0.12% Reduced -127.3k -127,293
14 TRUIST FINANCIAL CORP 0.55% of their portfolio CHARLOTTE, NC 4,177,2654.2m $406.2m $406.2m 0.55% Reduced -3.1k -3,081
15 FMR LLC 0.02% of their portfolio BOSTON, MA 4,088,6574.1m $397.5m $397.5m 0.02% Added +32.2k +32,181
16 AMG National Trust Bank 8.21% of their portfolio GREENWOOD VILLAGE, CO 3,889,0973.9m $378.1m $378.1m 8.21% Added +77.5k +77,476
17 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 3,755,5933.8m $365.2m $365.2m 0.10% Added +235.5k +235,527
18 CIBC Bancorp USA Inc. 0.41% of their portfolio CHICAGO, IL 3,149,9043.1m $306.2m $306.2m 0.41% First filing
19 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 3,016,3983.0m $293.5m $293.5m 0.07% Added +192.1k +192,109
20 NATIXIS ADVISORS, LLC 0.39% of their portfolio Boston, MA 2,915,2752.9m $283.5m $283.5m 0.39% Added +953.3k +953,277
21 JOHNSON INVESTMENT COUNSEL INC 2.29% of their portfolio Cincinnati, OH 2,907,8472.9m $282.7m $282.7m 2.29% Added +90.4k +90,405
22 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1.05% of their portfolio CHARLOTTE, NC 2,811,4042.8m $273.4m $273.4m 1.05% First filing
23 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 2,800,5792.8m $272.3m $272.3m 0.08% Reduced -120.8k -120,755
24 FIFTH THIRD BANCORP 0.45% of their portfolio CINCINNATI, OH 2,547,9792.5m $247.7m $247.7m 0.45% Added +521.7k +521,709
25 Cetera Investment Advisers 0.22% of their portfolio SCHAUMBURG, IL 2,133,5272.1m $207.4m $207.4m 0.22% Reduced -122.9k -122,909
26 BANK OF MONTREAL /CAN/ 0.08% of their portfolio TORONTO, A6 1,966,8762.0m $191.2m $191.2m 0.08% Added +419.6k +419,567
27 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 1,966,4842.0m $191.2m $191.2m 0.03% Added +24.5k +24,505
28 Pathstone Holdings, LLC 0.74% of their portfolio ENGLEWOOD, NJ 1,904,9951.9m $185.2m $185.2m 0.74% Reduced -3.9k -3,860
29 Mariner, LLC 0.20% of their portfolio Overland Park, KS 1,748,7191.7m $170.0m $170.0m 0.20% Reduced -26.6k -26,595
30 KEYBANK NATIONAL ASSOCIATION/OH 0.56% of their portfolio BROOKLYN, OH 1,567,1511.6m $152.4m $152.4m 0.56% Reduced -2.6k -2,610
31 COMMERCE BANK 0.70% of their portfolio KANSAS CITY, MO 1,477,9481.5m $143.7m $143.7m 0.70% Reduced -6.0k -5,971
32 Glenview Trust Co 2.06% of their portfolio Louisville, KY 1,350,6411.4m $131.3m $131.3m 2.06% Added +44.2k +44,178
33 Pinnacle Financial Partners, Inc. 0.93% of their portfolio ATLANTA, GA 1,253,5211.3m $121.9m $121.9m 0.93% Added +4.4k +4,363
34 OAKWORTH CAPITAL, INC. 6.26% of their portfolio BIRMINGHAM, AL 1,215,9161.2m $118.2m $118.2m 6.26% Added +30.4k +30,419
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,197,7131.2m $116.5m $116.5m 0.07% Added +18.1k +18,109
36 Mesirow Financial Investment Management, Inc. 1.77% of their portfolio CHICAGO, IL 1,126,0581.1m $109.5m $109.5m 1.77% Added +820.6k +820,594
37 Waverly Advisors, LLC 0.80% of their portfolio BIRMINGHAM, AL 1,098,9531.1m $106.9m $106.9m 0.80% Added +165.5k +165,524
38 First Western Trust Bank 5.11% of their portfolio Denver, CO 1,040,1861.0m $101.1m $101.1m 5.11% Reduced -29.1k -29,092
39 ALERUS FINANCIAL NA 4.71% of their portfolio GRAND FORKS, ND 979,450979.5k $95.2m $95.2m 4.71% Added +16.8k +16,825
40 UMB Bank, n.a. 1.31% of their portfolio Kansas City, MO 964,881964.9k $93.8m $93.8m 1.31% Reduced -981 -981
41 GERMAN AMERICAN BANCORP, INC. 8.04% of their portfolio JASPER, IN 961,460961.5k $93.5m $93.5m 8.04% Added +2.5k +2,477
42 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 957,225957.2k $93.1m $93.1m 0.06% Added +17.7k +17,660
43 Rockefeller Capital Management L.P. 0.16% of their portfolio NEW YORK, NY 949,587949.6k $92.3m $92.3m 0.16% Added +24.0k +24,012
44 Lido Advisors, LLC 0.35% of their portfolio Los Angeles, CA 917,285917.3k $89.2m $89.2m 0.35% Added +31.9k +31,934
45 JMG Financial Group, Ltd. 2.45% of their portfolio DOWNERS GROVE, IL 916,371916.4k $89.1m $89.1m 2.45% Added +48.2k +48,213
46 Janney Montgomery Scott LLC 0.22% of their portfolio PHILADELPHIA, PA 916,341916.3k $89.1m $89.1m 0.22% Reduced -130.2k -130,227
47 WASHINGTON TRUST Co 3.00% of their portfolio WESTERLY, RI 911,727911.7k $88.6m $88.6m 3.00% Reduced -3.1k -3,059
48 Cerity Partners LLC 0.12% of their portfolio NEW YORK, NY 898,470898.5k $87.4m $87.4m 0.12% Added +38.7k +38,657
49 Atlantic Union Bankshares Corp 1.62% of their portfolio GLEN ALLEN, VA 866,594866.6k $84.3m $84.3m 1.62% Reduced -24.6k -24,620
50 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 863,947863.9k $84.0m $84.0m 0.12% Reduced -45.2k -45,168
51 ALBION FINANCIAL GROUP /UT 5.38% of their portfolio SALT LAKE CITY, UT 857,371857.4k $83.4m $83.4m 5.38% Added +3.9k +3,898
52 Clearstead Advisors, LLC 0.68% of their portfolio CLEVELAND, OH 768,730768.7k $74.7m $74.7m 0.68% Added +3.7k +3,719
53 Millburn Ridgefield LLC /DE/ 1.61% of their portfolio New York, NY 768,475768.5k $74.7m $74.7m 1.61% Added +83.3k +83,335
54 Catalyst Capital Advisors LLC 1.39% of their portfolio San Juan, PR 768,475768.5k $74.7m $74.7m 1.39% Added +83.3k +83,335
55 FACTORY MUTUAL INSURANCE CO 0.83% of their portfolio WALTHAM, MA 758,700758.7k $73.8m $73.8m 0.83% Unchanged
56 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 745,064745.1k $72.5m $72.5m 0.11% Added +56.5k +56,521
57 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.21% of their portfolio LOS ANGELES, CA 725,457725.5k $70.5m $70.5m 0.21% Added +117.0k +117,048
58 NorthRock Partners, LLC 1.11% of their portfolio MINNEAPOLIS, MN 707,769707.8k $68.8m $68.8m 1.11% Reduced -11.2k -11,153
59 International City Management Association Retirement Corp 34.97% of their portfolio WASHINGTON, DC 702,067702.1k $68.3m $68.3m 34.97% Unchanged
60 Badgley Phelps Wealth Managers, LLC 1.34% of their portfolio SEATTLE, WA 689,676689.7k $67.1m $67.1m 1.34% Added +5.4k +5,415
61 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 665,830665.8k $64.7m $64.7m 0.02% Reduced -993 -993
62 Citizens Business Bank 10.36% of their portfolio ONTARIO, CA 650,511650.5k $63.2m $63.2m 10.36% Reduced -4.1k -4,127
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.12% of their portfolio PLYMOUTH, MN 554,428554.4k $54.5m $54.5m 0.12% Reduced -304.2k -304,187
64 Steward Partners Investment Advisory, LLC 0.27% of their portfolio STAMFORD, CT 554,250554.2k $53.9m $53.9m 0.27% Added +25.4k +25,377
65 FIRST FOUNDATION ADVISORS 2.17% of their portfolio Irvine, CA 553,804553.8k $53.8m $53.8m 2.17% Added +35.8k +35,791
66 STOCK YARDS BANK & TRUST CO 1.67% of their portfolio LOUISVILLE, KY 553,628553.6k $53.8m $53.8m 1.67% Added +36.1k +36,104
67 Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio FAIRFIELD, IA 519,587519.6k $50.5m $50.5m 0.13% Added +42.9k +42,889
68 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 509,881509.9k $49.6m $49.6m 0.06% Added +7.9k +7,923
69 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 507,219507.2k $49.3m $49.3m 0.05% Reduced -15.2k -15,174
70 Corient Private Wealth LP 0.07% of their portfolio MIAMI, FL 488,467488.5k $46.8m $46.8m 0.07% Reduced -797.5k -797,482
71 HUNTINGTON NATIONAL BANK 0.25% of their portfolio COLUMBUS, OH 458,519458.5k $44.6m $44.6m 0.25% Reduced -17.4k -17,436
72 River Wealth Advisors LLC 5.03% of their portfolio CAMP HILL, PA 450,160450.2k $43.8m $43.8m 5.03% Added +20.0k +19,971
73 Composition Wealth, LLC 0.59% of their portfolio LOS ANGELES, CA 441,120441.1k $42.9m $42.9m 0.59% Reduced -46.7k -46,670
74 MAI Capital Management 0.24% of their portfolio INDEPENDENCE, OH 439,030439.0k $42.7m $42.7m 0.24% Reduced -803 -803
75 Stegner Investment Associates Inc. 22.39% of their portfolio LOUISVILLE, KY 420,379420.4k $40.9m $40.9m 22.39% Reduced -22.6k -22,583
76 STEPHENS INC /AR/ 0.51% of their portfolio LITTLE ROCK, AR 419,131419.1k $40.8m $40.8m 0.51% Reduced -6.0k -6,021
77 M&T Bank Corp 0.14% of their portfolio BUFFALO, NY 412,319412.3k $40.1m $40.1m 0.14% Reduced -10.8k -10,776
78 Wilmington Savings Fund Society, FSB 0.95% of their portfolio WILMINGTON, DE 410,635410.6k $39.9m $39.9m 0.95% Added +63.1k +63,132
79 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 375,884375.9k $36.5m $36.5m 0.01% Added +337.8k +337,804
80 BROWN ADVISORY INC 0.06% of their portfolio BALTIMORE, MD 373,719373.7k $36.3m $36.3m 0.06% Added +2.8k +2,754
81 Legacy Edge Advisors, LLC 3.77% of their portfolio SYOSSET, NY 369,247369.2k $35.9m $35.9m 3.77% Added +38.2k +38,250
82 Consolidated Investment Group LLC 3.82% of their portfolio ENGLEWOOD, CO 362,100362.1k $35.2m $35.2m 3.82% Added +39.0k +38,960
83 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 356,993357.0k $34.7m $34.7m 0.06% Reduced -2.8k -2,807
84 BlackRock, Inc. 0.00% of their portfolio New York, NY 347,973348.0k $33.8m $33.8m 0.00% Reduced -48.3k -48,266
85 Gilbert & Cook, Inc. 4.33% of their portfolio WEST DES MOINES, IA 345,099345.1k $33.6m $33.6m 4.33% Reduced -7.5k -7,489
86 Coastline Trust Co 3.27% of their portfolio PROVIDENCE, RI 339,497339.5k $33.0m $33.0m 3.27% Reduced -5.7k -5,741
87 AE Wealth Management LLC 0.17% of their portfolio TOPEKA, KS 331,521331.5k $32.2m $32.2m 0.17% Added +23.2k +23,163
88 TIAA TRUST, NATIONAL ASSOCIATION 1.95% of their portfolio CHARLOTTE, NC 329,530329.5k $32.0m $32.0m 1.95% Reduced -2.9m -2,888,904
89 D.A. DAVIDSON & CO. 0.19% of their portfolio GREAT FALLS, MT 320,907320.9k $31.2m $31.2m 0.19% Reduced -2.9k -2,910
90 Dakota Wealth Management 0.67% of their portfolio PALM BEACH GARDENS, FL 320,317320.3k $31.1m $31.1m 0.67% Reduced -50.7k -50,664
91 Beacon Pointe Advisors, LLC 0.16% of their portfolio NEWPORT BEACH, CA 318,067318.1k $30.9m $30.9m 0.16% Added +52.8k +52,793
92 MCF Advisors LLC 1.35% of their portfolio LEXINGTON, KY 317,294317.3k $30.9m $30.9m 1.35% Added +307.9k +307,867
93 REGIONS FINANCIAL CORP 0.20% of their portfolio BIRMINGHAM, AL 316,754316.8k $30.8m $30.8m 0.20% Added +17.3k +17,285
94 Robertson Stephens Wealth Management, LLC 0.86% of their portfolio San Francisco, CA 315,590315.6k $30.7m $30.7m 0.86% Added +124.2k +124,174
95 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 312,220312.2k $30.4m $30.4m 0.11% Added +58.9k +58,854
96 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 303,485303.5k $29.5m $29.5m 0.08% Reduced -20.1k -20,142
97 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 299,825299.8k $29.2m $29.2m 0.04% Reduced -18.8k -18,760
98 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 299,760299.8k $29.1m $29.1m 0.03% Reduced -18.6k -18,640
99 HANTZ FINANCIAL SERVICES, INC. 0.42% of their portfolio SOUTHFIELD, MI 285,056285.1k $27.7m $27.7m 0.42% Added +19.4k +19,382
100 COLDSTREAM CAPITAL MANAGEMENT INC 0.34% of their portfolio BELLEVUE, WA 282,524282.5k $27.5m $27.5m 0.34% Reduced -43 -43