13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IWP

ISHARES RUSSELL MID-CAP GROW

1,281 institutions still hold ISHARES RUSSELL MID-CAP GROW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287481·Exchange Traded Fund·1,281 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$9.9B
visible holders
Holders
1,281
filers reporting
Concentration
29.69%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

1,281 institutions reported IWP in Q2 2026. MORGAN STANLEY leads at 29.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$2.9B20.1M0.16%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.0B7.0M0.07%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$859M5.9M0.20%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$781M5.3M0.13%Q2 202605
UBS Group AG
CIK 0001610520
$398M2.7M0.05%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$374M2.5M0.08%Q2 202607
LPL Financial LLC
CIK 0001403438
$350M2.5M0.07%Q3 202608
Cassaday & Co Wealth Management LLC
CIK 0001963612
$316M2.3M5.58%Q3 202609
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$310M2.2M2.34%Q3 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$296M2.1M0.38%Q3 202611
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$292M2.1M0.17%Q3 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$283M2.0M0.11%Q2 202613
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$275M1.9M0.95%Q2 202614
COMMERCE BANK
CIK 0001009076
$223M1.5M0.98%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$218M1.5M0.12%Q2 202616
Plante Moran Financial Advisors, LLC
CIK 0001424717
$216M1.6M9.84%Q3 202617
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$198M1.4M0.95%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$186M1.3M0.22%Q2 202619
US BANCORP \DE\
CIK 0000036104
$186M1.3M0.20%Q3 202620
CIBC Private Wealth Group LLC
CIK 0001298088
$179M1.3M0.30%Q4 2025
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