Vault-13

ISHARES TR IWR

RUS MID CAP ETF · ETP · CUSIP 464287499

1,592 institutional holders +67 vs Q1 2026
435,354,744435.4m shares reported held*
$48.0bnreported value*
117 new 509 added 503 reduced 51 sold out net bought ≈ $1.9bn (+16.9m 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 ($107.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $110.25. Options: 3 managers hold calls ($10.1m notional), 2 hold puts ($562.3k).

Trends to Q2 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: 1,525Q2 26: 1,5921,592Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,592

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 24: 500 bought or addedQ3 24: 473 cut or sold outQ4 24: 573 bought or addedQ4 24: 460 cut or sold outQ4 24Q1 25: 514 bought or addedQ1 25: 597 cut or sold outQ2 25: 569 bought or addedQ2 25: 521 cut or sold outQ2 25Q3 25: 545 bought or addedQ3 25: 528 cut or sold outQ4 25: 648 bought or addedQ4 25: 484 cut or sold outQ4 25Q1 26: 545 bought or addedQ1 26: 614 cut or sold outQ2 26: 626 bought or addedQ2 26: 554 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024500473
Q4 2024573460
Q1 2025514597
Q2 2025569521
Q3 2025545528
Q4 2025648484
Q1 2026545614
Q2 2026626554

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ3 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 0.16Q2 26 calls: $10.1mQ2 26 puts: $562.3kQ2 26P/C 0.06
Numbers
QuarterCallsPutsP/C
Q3 2025$16.2m$1.3m0.08
Q4 2025$6.7m$884.0k0.13
Q1 2026$4.7m$738.9k0.16
Q2 2026$10.1m$562.3k0.06

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +6,686,541+6.7m
BANK OF AMERICA CORP /DE/ Added +3,004,119+3.0m
WELLS FARGO & COMPANY/MN Added +2,541,149+2.5m
Baird Financial Group, Inc. Added +1,690,390+1.7m
MORGAN STANLEY Added +946,075+946.1k
Performa Ltd (US), LLC Added +925,119+925.1k
JPMORGAN CHASE & CO Added +468,696+468.7k
Cambridge Investment Research Advisors, Inc. Added +468,297+468.3k
Robertson Stephens Wealth Management, LLC Added +250,016+250.0k
ROYAL BANK OF CANADA Added +241,120+241.1k

Biggest sellers

Mesirow Financial Investment Management, Inc. Reduced -573,058-573.1k
NATIXIS ADVISORS, LLC Reduced -439,980-440.0k
ALBION FINANCIAL GROUP /UT Reduced -337,428-337.4k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -268,653-268.7k
FMR LLC Reduced -216,676-216.7k
Independent Advisor Alliance Reduced -185,443-185.4k
Badgley Phelps Wealth Managers, LLC Reduced -170,515-170.5k
US BANCORP \DE\ Reduced -140,495-140.5k
PRINCIPAL FINANCIAL GROUP INC Reduced -128,396-128.4k
GGM Financial LLC Reduced -125,099-125.1k

Biggest calls

CITADEL ADVISORS LLC Added $5.6m50.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.2m38.5k shares
JANE STREET GROUP, LLC Reduced $331.0k3.0k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $353.0k3.2k shares
Smith & Howard Wealth Management, LLC New $209.3k2.3k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JONES FINANCIAL COMPANIES LLLP 4.37% of their portfolio DES PERES, MO 99,650,08399.7m $10.9bn $10.9bn 4.37% Added +6.7m +6,686,541
2 BANK OF AMERICA CORP /DE/ 0.49% of their portfolio CHARLOTTE, NC 68,880,35468.9m $7.6bn $7.6bn 0.49% Added +3.0m +3,004,119
3 WELLS FARGO & COMPANY/MN 0.87% of their portfolio SAN FRANCISCO, CA 45,367,35645.4m $5.0bn $5.0bn 0.87% Added +2.5m +2,541,149
4 US BANCORP \DE\ 1.54% of their portfolio MINNEAPOLIS, MN 12,780,59012.8m $1.4bn $1.4bn 1.54% Reduced -140.5k -140,495
5 PNC Financial Services Group, Inc. 0.68% of their portfolio Pittsburgh, PA 12,472,61412.5m $1.4bn $1.4bn 0.68% Added +139.1k +139,136
6 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 11,932,91211.9m $1.3bn $1.3bn 0.07% Added +946.1k +946,075
7 Bank of New York Mellon Corp 0.19% of their portfolio NEW YORK, NY 10,734,59210.7m $1.2bn $1.2bn 0.19% Added +7.3k +7,311
8 Baird Financial Group, Inc. 1.62% of their portfolio MILWAUKEE, WI 10,660,29810.7m $1.2bn $1.2bn 1.62% Added +1.7m +1,690,390
9 NORTHERN TRUST CORP 0.13% of their portfolio CHICAGO, IL 10,120,43610.1m $1.1bn $1.1bn 0.13% Reduced -65.1k -65,074
10 ROYAL BANK OF CANADA 0.15% of their portfolio TORONTO, A6 8,115,8808.1m $895.3m $895.3m 0.15% Added +241.1k +241,120
11 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 7,379,6797.4m $812.9m $812.9m 0.05% Added +468.7k +468,696
12 UBS Group AG 0.13% of their portfolio ZURICH, V8 7,353,3657.4m $811.2m $811.2m 0.13% Added +107.7k +107,728
13 ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio Berwyn, PA 4,500,6904.5m $496.5m $496.5m 0.12% Added +29.3k +29,329
14 TRUIST FINANCIAL CORP 0.54% of their portfolio CHARLOTTE, NC 4,120,2314.1m $454.5m $454.5m 0.54% Reduced -57.0k -57,034
15 FMR LLC 0.02% of their portfolio BOSTON, MA 3,871,9813.9m $427.2m $427.2m 0.02% Reduced -216.7k -216,676
16 AMG National Trust Bank 8.78% of their portfolio GREENWOOD VILLAGE, CO 3,869,9833.9m $426.9m $426.9m 8.78% Reduced -19.1k -19,114
17 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,730,1413.7m $411.5m $411.5m 0.09% Reduced -25.5k -25,452
18 CIBC Bancorp USA Inc. 0.43% of their portfolio CHICAGO, IL 3,158,1743.2m $348.4m $348.4m 0.43% Added +8.3k +8,270
19 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 3,077,3473.1m $340.2m $340.2m 0.07% Added +60.9k +60,949
20 JOHNSON INVESTMENT COUNSEL INC 2.42% of their portfolio Cincinnati, OH 3,001,9293.0m $331.2m $331.2m 2.42% Added +94.1k +94,082
21 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 2,794,7962.8m $308.3m $308.3m 0.08% Reduced -5.8k -5,783
22 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1.04% of their portfolio CHARLOTTE, NC 2,745,7832.7m $302.9m $302.9m 1.04% Reduced -65.6k -65,621
23 FIFTH THIRD BANCORP 0.45% of their portfolio CINCINNATI, OH 2,501,1732.5m $275.9m $275.9m 0.45% Reduced -46.8k -46,806
24 NATIXIS ADVISORS, LLC 0.31% of their portfolio Boston, MA 2,475,2952.5m $273.1m $273.1m 0.31% Reduced -440.0k -439,980
25 Cetera Investment Advisers 0.21% of their portfolio SCHAUMBURG, IL 2,128,2362.1m $234.8m $234.8m 0.21% Reduced -5.3k -5,291
26 BANK OF MONTREAL /CAN/ 0.08% of their portfolio TORONTO, A6 1,984,7892.0m $219.0m $219.0m 0.08% Added +17.9k +17,913
27 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,976,8822.0m $218.1m $218.1m 0.02% Added +10.4k +10,398
28 Pathstone Holdings, LLC 0.61% of their portfolio ENGLEWOOD, NJ 1,904,2501.9m $210.1m $210.1m 0.61% Reduced -745 -745
29 Mariner, LLC 0.20% of their portfolio Overland Park, KS 1,727,5541.7m $190.6m $190.6m 0.20% Reduced -21.2k -21,165
30 KEYBANK NATIONAL ASSOCIATION/OH 0.57% of their portfolio BROOKLYN, OH 1,557,7031.6m $171.8m $171.8m 0.57% Reduced -9.4k -9,448
31 COMMERCE BANK 0.70% of their portfolio KANSAS CITY, MO 1,439,4711.4m $158.8m $158.8m 0.70% Reduced -38.5k -38,477
32 Glenview Trust Co 2.15% of their portfolio Louisville, KY 1,408,0281.4m $155.3m $155.3m 2.15% Added +57.4k +57,387
33 Pinnacle Financial Partners, Inc. 0.94% of their portfolio ATLANTA, GA 1,245,5341.2m $137.4m $137.4m 0.94% Reduced -8.0k -7,987
34 OAKWORTH CAPITAL, INC. 6.50% of their portfolio BIRMINGHAM, AL 1,239,1281.2m $136.6m $136.6m 6.50% Added +23.2k +23,212
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,214,5741.2m $134.0m $134.0m 0.07% Added +16.9k +16,861
36 Waverly Advisors, LLC 0.76% of their portfolio BIRMINGHAM, AL 1,187,4151.2m $131.0m $131.0m 0.76% Added +88.5k +88,462
37 Performa Ltd (US), LLC 20.01% of their portfolio CHARLESTON, SC 1,124,0201.1m $124.0m $124.0m 20.01% Added +925.1k +925,119
38 Atlantic Union Bankshares Corp 1.91% of their portfolio GLEN ALLEN, VA 1,035,8651.0m $114.3m $114.3m 1.91% Added +169.3k +169,271
39 First Western Trust Bank 5.50% of their portfolio Denver, CO 1,022,9591.0m $112.9m $112.9m 5.50% Reduced -17.2k -17,227
40 UMB Bank, n.a. 1.41% of their portfolio Kansas City, MO 1,012,1561.0m $111.7m $111.7m 1.41% Added +47.3k +47,275
41 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 987,884987.9k $109.0m $109.0m 0.12% Added +468.3k +468,297
42 ALERUS FINANCIAL NA 4.75% of their portfolio GRAND FORKS, ND 985,225985.2k $108.7m $108.7m 4.75% Added +5.8k +5,775
43 Cerity Partners LLC 0.13% of their portfolio NEW YORK, NY 969,045969.0k $106.9m $106.9m 0.13% Added +70.6k +70,575
44 GERMAN AMERICAN BANCORP, INC. 7.98% of their portfolio JASPER, IN 962,740962.7k $106.2m $106.2m 7.98% Added +1.3k +1,280
45 Rockefeller Capital Management L.P. 0.16% of their portfolio NEW YORK, NY 961,062961.1k $106.0m $106.0m 0.16% Added +11.5k +11,475
46 Lido Advisors, LLC 0.37% of their portfolio Los Angeles, CA 940,349940.3k $103.7m $103.7m 0.37% Added +23.1k +23,064
47 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 936,524936.5k $103.3m $103.3m 0.06% Reduced -20.7k -20,701
48 Janney Montgomery Scott LLC 0.20% of their portfolio PHILADELPHIA, PA 915,320915.3k $101.0m $101.0m 0.20% Reduced -1.0k -1,021
49 JMG Financial Group, Ltd. 2.43% of their portfolio DOWNERS GROVE, IL 913,629913.6k $100.8m $100.8m 2.43% Reduced -2.7k -2,742
50 WASHINGTON TRUST Co 3.10% of their portfolio WESTERLY, RI 904,618904.6k $99.8m $99.8m 3.10% Reduced -7.1k -7,109
51 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 895,795895.8k $98.9m $98.9m 0.12% Added +150.7k +150,731
52 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 838,027838.0k $92.5m $92.5m 0.12% Reduced -25.9k -25,920
53 Millburn Ridgefield LLC /DE/ 1.61% of their portfolio New York, NY 768,475768.5k $84.8m $84.8m 1.61% Unchanged
54 Catalyst Capital Advisors LLC 1.41% of their portfolio San Juan, PR 768,475768.5k $84.8m $84.8m 1.41% Unchanged
55 Clearstead Advisors, LLC 0.79% of their portfolio CLEVELAND, OH 762,482762.5k $84.1m $84.1m 0.79% Reduced -6.2k -6,248
56 FACTORY MUTUAL INSURANCE CO 0.79% of their portfolio WALTHAM, MA 758,700758.7k $83.7m $83.7m 0.79% Unchanged
57 International City Management Association Retirement Corp 33.67% of their portfolio WASHINGTON, DC 702,067702.1k $77.5m $77.5m 33.67% Unchanged
58 NorthRock Partners, LLC 1.09% of their portfolio MINNEAPOLIS, MN 680,478680.5k $75.1m $75.1m 1.09% Reduced -27.3k -27,291
59 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 666,991667.0k $73.6m $73.6m 0.02% Added +1.2k +1,161
60 Citizens Business Bank 10.54% of their portfolio ONTARIO, CA 634,403634.4k $70.0m $70.0m 10.54% Reduced -16.1k -16,108
61 STOCK YARDS BANK & TRUST CO 1.85% of their portfolio LOUISVILLE, KY 586,685586.7k $64.7m $64.7m 1.85% Added +33.1k +33,057
62 FIRST FOUNDATION ADVISORS 2.31% of their portfolio Irvine, CA 583,207583.2k $64.3m $64.3m 2.31% Added +29.4k +29,403
63 Steward Partners Investment Advisory, LLC 0.32% of their portfolio STAMFORD, CT 569,685569.7k $62.8m $62.8m 0.32% Added +15.4k +15,435
64 Robertson Stephens Wealth Management, LLC 1.54% of their portfolio San Francisco, CA 565,606565.6k $62.4m $62.4m 1.54% Added +250.0k +250,016
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 563,031563.0k $61.9m $61.9m 0.10% Added +8.6k +8,603
66 Mesirow Financial Investment Management, Inc. 0.96% of their portfolio CHICAGO, IL 553,000553.0k $61.0m $61.0m 0.96% Reduced -573.1k -573,058
67 Corient Private Wealth LP 0.08% of their portfolio MIAMI, FL 537,202537.2k $59.3m $59.3m 0.08% Added +48.7k +48,735
68 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 527,777527.8k $58.2m $58.2m 0.06% Added +17.9k +17,896
69 ALBION FINANCIAL GROUP /UT 3.32% of their portfolio SALT LAKE CITY, UT 519,943519.9k $57.4m $57.4m 3.32% Reduced -337.4k -337,428
70 Badgley Phelps Wealth Managers, LLC 1.00% of their portfolio SEATTLE, WA 519,161519.2k $57.3m $57.3m 1.00% Reduced -170.5k -170,515
71 MAI Capital Management 0.21% of their portfolio INDEPENDENCE, OH 500,852500.9k $55.3m $55.3m 0.21% Added +61.8k +61,822
72 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 489,160489.2k $54.0m $54.0m 0.05% Reduced -18.1k -18,059
73 River Wealth Advisors LLC 5.35% of their portfolio CAMP HILL, PA 463,864463.9k $51.2m $51.2m 5.35% Added +13.7k +13,704
74 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.16% of their portfolio LOS ANGELES, CA 456,804456.8k $50.4m $50.4m 0.16% Reduced -268.7k -268,653
75 HUNTINGTON NATIONAL BANK 0.23% of their portfolio COLUMBUS, OH 438,678438.7k $48.4m $48.4m 0.23% Reduced -19.8k -19,841
76 STEPHENS INC /AR/ 0.54% of their portfolio LITTLE ROCK, AR 436,558436.6k $48.2m $48.2m 0.54% Added +17.4k +17,427
77 Wilmington Savings Fund Society, FSB 1.07% of their portfolio WILMINGTON, DE 436,496436.5k $48.2m $48.2m 1.07% Added +25.9k +25,861
78 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 435,907435.9k $48.1m $48.1m 0.01% Added +60.0k +60,023
79 Composition Wealth, LLC 0.56% of their portfolio LOS ANGELES, CA 433,150433.1k $47.8m $47.8m 0.56% Reduced -8.0k -7,970
80 M&T Bank Corp 0.13% of their portfolio BUFFALO, NY 412,823412.8k $45.5m $45.5m 0.13% Added +504 +504
81 Stegner Investment Associates Inc. 21.37% of their portfolio LOUISVILLE, KY 407,479407.5k $45.0m $45.0m 21.37% Reduced -12.9k -12,900
82 Legacy Edge Advisors, LLC 3.86% of their portfolio SYOSSET, NY 381,311381.3k $42.1m $42.1m 3.86% Added +12.1k +12,064
83 Consolidated Investment Group LLC 3.47% of their portfolio ENGLEWOOD, CO 362,100362.1k $39.9m $39.9m 3.47% Unchanged
84 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 361,621361.6k $39.9m $39.9m 0.02% Added +155.7k +155,670
85 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 359,566359.6k $39.7m $39.7m 0.08% Added +56.1k +56,081
86 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 354,020354.0k $39.1m $39.1m 0.06% Reduced -3.0k -2,973
87 BROWN ADVISORY INC 0.06% of their portfolio BALTIMORE, MD 353,648353.6k $39.0m $39.0m 0.06% Reduced -20.1k -20,071
88 Gilbert & Cook, Inc. 4.32% of their portfolio WEST DES MOINES, IA 340,536340.5k $37.6m $37.6m 4.32% Reduced -4.6k -4,563
89 Coastline Trust Co 3.31% of their portfolio PROVIDENCE, RI 337,887337.9k $37.3m $37.3m 3.31% Reduced -1.6k -1,610
90 TIAA TRUST, NATIONAL ASSOCIATION 2.12% of their portfolio CHARLOTTE, NC 324,669324.7k $35.8m $35.8m 2.12% Reduced -4.9k -4,861
91 Beacon Pointe Advisors, LLC 0.17% of their portfolio NEWPORT BEACH, CA 323,153323.2k $35.7m $35.7m 0.17% Added +5.1k +5,086
92 D.A. DAVIDSON & CO. 0.20% of their portfolio GREAT FALLS, MT 321,949321.9k $35.5m $35.5m 0.20% Added +1.0k +1,042
93 AE Wealth Management LLC 0.16% of their portfolio TOPEKA, KS 319,557319.6k $35.3m $35.3m 0.16% Reduced -12.0k -11,964
94 MCF Advisors LLC 1.25% of their portfolio LEXINGTON, KY 318,059318.1k $35.1m $35.1m 1.25% Added +765 +765
95 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 315,126315.1k $34.8m $34.8m 0.04% Added +15.3k +15,301
96 INTRUST BANK NA 2.52% of their portfolio WICHITA, KS 309,639309.6k $34.2m $34.2m 2.52% Added +36.9k +36,897
97 CCG WEALTH MANAGEMENT, LLC 7.68% of their portfolio SAN DIEGO, CA 300,147300.1k $33.1m $33.1m 7.68% Added +18.4k +18,372
98 Concurrent Investment Advisors, LLC 0.28% of their portfolio Tampa, FL 299,390299.4k $33.0m $33.0m 0.28% Added +68.8k +68,822
99 HANTZ FINANCIAL SERVICES, INC. 0.44% of their portfolio SOUTHFIELD, MI 294,947294.9k $32.5m $32.5m 0.44% Added +9.9k +9,891
100 Dakota Wealth Management 0.62% of their portfolio PALM BEACH GARDENS, FL 293,538293.5k $32.4m $32.4m 0.62% Reduced -26.8k -26,779