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Who Owns iShares Russell Mid-Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell Mid-Cap ETF.
Who crossed 5% of IWR →Managers holding
92
as of 2026-09-30
Reported value
$244.9M
summed across filings
Shares held
2.3M
Added vs trimmed
27 / 29
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Valeo Financial Advisors, LLCETF288.9K shadded | $30.8M |
| TOMPKINS FINANCIAL CORPRUS MID CAP ETF185.8K shadded | $19.8M |
| PFW Advisors LLCRUS MID CAP ETF178K shtrimmed | $19M |
| Avidian Wealth Enterprises, LLCRUS MID CAP ETF176.8K shadded | $18.9M |
| Taylor & Morgan Wealth Management, LLCRUS MID CAP ETF143.2K shadded | $15.3M |
| STEPH & CORUS MID CAP ETF111.2K shtrimmed | $11.9M |
| MOODY NATIONAL BANK TRUST DIVISIONRUS MID CAP ETF104.6K shtrimmed | $11.2M |
| Baron Financial Group, LLCRUS MID CAP ETF84.4K shadded | $9M |
| Sincerus Advisory, LLCRUS MID CAP ETF81.5K shadded | $8.7M |
| Dickmeyer Boyce Financial Management, Inc.RUS MID CAP ETF69.3K shadded | $7.4M |
| Sunburst Financial Group, LLCRUS MID CAP ETF61K shadded | $6.5M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom54.4K shadded | $5.8M |
| Acropolis Investment Management, LLCRUS MID CAP ETF52.5K shtrimmed | $5.6M |
| Farther Finance Advisors, LLCETF43K shadded | $4.6M |
| DAVIDSON TRUST COEquities42.6K shtrimmed | $4.5M |
| GAMMA Investing LLCETF35.5K shadded | $3.8M |
| Pathway Financial Advisors LLCRUS MID CAP ETF33.2K shtrimmed | $3.5M |
| RFG - Bristol Wealth Advisors, LLCRUS MID CAP ETF29.8K shtrimmed | $3.2M |
| Councilor Wealth, LLCRUS MID CAP ETF28K shheld | $3M |
| Paladin Partners, LLCETF23.6K shadded | $2.5M |
| Marquette Asset Management, LLCRUS MID CAP ETF23K shtrimmed | $2.5M |
| Lee, Kelleher & Klein Wealth ManagementRUS MID CAP ETF22.9K shtrimmed | $2.4M |
| Venture Visionary Partners LLCRUS MID CAP ETF22.5K shtrimmed | $2.4M |
| CHAPIN DAVIS, INC.RUS MID CAP ETF20.5K shtrimmed | $2.2M |
| Crumly & Associates Inc.RUS MID CAP ETF16.8K shheld | $1.8M |
| Grove Bank & TrustRUS MID CAP ETF15.2K shtrimmed | $1.6M |
| EASTERN BANKRUS MID CAP ETF15.1K shtrimmed | $1.6M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund14.5K shtrimmed | $1.5M |
| Atlas Brown,Inc.ETF14.2K shtrimmed | $1.5M |
| Bill Few Associates, Inc.RUS MID CAP ETF14K shheld | $1.5M |
| SigFig Wealth Management, LLCRUS MID CAP ETF13.7K shtrimmed | $1.5M |
| Dominguez Wealth Management Solutions, Inc.RUS MID CAP ETF13.6K shtrimmed | $1.4M |
| Apella Capital, LLCRUS MID CAP ETF13.3K shadded | $1.4M |
| AMERICAN NATIONAL BANK & TRUSTRUS MID CAP ETF13.4K shadded | $1.4M |
| Wedmont Private CapitalRUS MID CAP ETF13.1K shadded | $1.4M |
| SAPIENT CAPITAL LLCRUS MID CAP ETF12.7K shadded | $1.4M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.RUS MID CAP ETF11.4K shheld | $1.2M |
| Breakwater Capital GroupRUS MID CAP ETF10K shheld | $1.1M |
| CENTRAL BANK & TRUST COEquities8.4K shheld | $896.4K |
| CoreCap Advisors, LLCETF8.1K shadded | $863.4K |
| DIVERSIFIED MANAGEMENT INCRUS MID CAP ETF7.5K shadded | $796.6K |
| Roan Capital PartnersRUS MID CAP ETF7.1K shheld | $760.8K |
| Ballew Advisors, IncRUS MID CAP ETF7K shadded | $755K |
| Investors Research CorpRUS MID CAP ETF7K shtrimmed | $750.6K |
| McNaughton Wealth Management, LLCRUS MID CAP ETF6.5K shheld | $693.6K |
| Bangor Savings BankRUS MID CAP ETF6.3K shheld | $669.1K |
| ROCKLAND TRUST CORUS MID CAP ETF6.1K shheld | $649.3K |
| PARK NATIONAL CORP /OH/Com5.4K shadded | $576.1K |
| Everhart Financial Group, Inc.RUS MID CAP ETF5.4K shtrimmed | $572.6K |
| Arbor Wealth Advisors LLCRUS MID CAP ETF5.3K shheld | $569.5K |
| LAWOOD & COExchange Traded Fund5.3K shtrimmed | $562.9K |
| Canandaigua National Trust Co of FloridaCom5K shheld | $536.3K |
| Balefire, LLCRUS MID CAP ETF4.9K shtrimmed | $524.2K |
| Allen Mooney & Barnes Investment Advisors LLCETF4.9K shtrimmed | $523.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF4.9K shadded | $521.3K |
| Veracity Capital LLCRUS MID CAP ETF4.7K shadded | $497.9K |
| Trust CoETF4.3K shadded | $461.9K |
| TITLEIST ASSET MANAGEMENT, LLCRUS MID CAP ETF4.2K sh— | $452.4K |
| Vann Equity Management LLCRUS MID CAP ETF4.1K shadded | $435.9K |
| GILPIN WEALTH MANAGEMENT, LLCRUS MID CAP ETF4K shheld | $426.8K |
| COLLECTIVE FAMILY OFFICE LLCRUS MID CAP ETF3.9K shadded | $412.5K |
| Kure Advisory, LLCRUS MID CAP ETF3.3K shheld | $355.9K |
| Monument Capital ManagementRUS MID CAP ETF3.2K shtrimmed | $336.7K |
| Castleview Partners, LLCRUS MID CAP ETF3.1K shheld | $329.7K |
| Weaver Consulting GroupRUS MID CAP ETF3.1K shheld | $326.3K |
| YHB Investment Advisors, Inc.RUS MID CAP ETF3.1K shtrimmed | $325.7K |
| ECLECTIC ASSOCIATES INC /ADVRUS MID CAP ETF3K shtrimmed | $320.1K |
| Galvin, Gaustad & Stein, LLCRUS MID CAP ETF3K shheld | $316.3K |
| Plan A Wealth LLCRUS MID CAP ETF2.9K shheld | $311.1K |
| ACIMA PRIVATE WEALTH, LLCETF2.9K shheld | $311.1K |
| Wealth Group LtdRus MidCap ETF2.8K shheld | $304.9K |
| Nautilus Advisors LLCRUS MID CAP ETF2.8K shadded | $298.3K |
| jvl associates llcRUS MID CAP ETF2.7K shheld | $285.6K |
| COLTON GROOME FINANCIAL ADVISORS, LLCRUS MID CAP ETF2.6K sh— | $277K |
| Pacifica Partners Inc.RUS MID CAP ETF2.5K shheld | $269.1K |
| Sound Income Strategies, LLCRUS MID CAP ETF2.1K shtrimmed | $228.4K |
| Gradient Investments LLCRUS MID CAP ETF2K sh— | $216K |
| Westwind CapitalETF1.9K shheld | $207K |
| Horizons Wealth ManagementETF1.9K shtrimmed | $201.5K |
| MJT & Associates Financial Advisory Group, Inc.ETF1.5K shheld | $160.1K |
| Wealth Enhancement Trust Services, Inc.RUS MID CAP ETF1.4K shadded | $153K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHRUS MID CAP ETF1.4K sh— | $147.4K |
| Olistico Wealth, LLCETF1.2K shtrimmed | $128.1K |
| ELEVATION WEALTH PARTNERS, LLCRUS MID CAP ETF814 shtrimmed | $86.9K |
| Bank of New HampshireRUS MID CAP ETF500 shheld | $53.4K |
| Dorato Capital ManagementRUS MID CAP ETF429 shheld | $46.5K |
| ATWOOD & PALMER INCCOM165 shheld | $17.6K |
| ARMSTRONG ADVISORY GROUP, INCRUS MID CAP ETF159 shheld | $17K |
| Rosenberg Matthew HamiltonETF94 shheld | $10K |
| FIRST COMMUNITY TRUST NARUS MID CAP ETF74 shheld | $7.9K |
| TOTH FINANCIAL ADVISORY CORPRUS MID CAP ETF28 sh— | $3K |
| GK Wealth Management LLCRUS MID CAP ETF11 sh— | $1.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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