13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IWP

ISHARES RUSSELL MID-CAP GROW

1,279 institutions still hold ISHARES RUSSELL MID-CAP GROW as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287481·Exchange Traded Fund·1,279 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$9.6B
visible holders
Holders
1,279
filers reporting
Concentration
26.56%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,279 institutions reported IWP in Q1 2026. MORGAN STANLEY leads at 26.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$2.6B19.9M0.15%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$910M7.1M0.07%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$859M5.9M0.20%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$658M5.1M0.12%Q1 202605
First Command Advisory Services, Inc.
CIK 0001727336
$506M4.0M3.41%Q1 202606
LPL Financial LLC
CIK 0001403438
$399M2.7M0.09%Q2 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$356M2.9M0.17%Q1 202608
UBS Group AG
CIK 0001610520
$353M2.8M0.05%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$333M2.6M0.08%Q1 202610
Cassaday & Co Wealth Management LLC
CIK 0001963612
$328M2.2M6.17%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$325M2.2M0.41%Q2 202612
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$308M2.1M2.31%Q2 202613
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$297M2.2M0.18%Q4 202514
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$253M2.0M0.97%Q1 202615
COMMERCE BANK
CIK 0001009076
$207M1.6M1.00%Q1 202616
US BANCORP \DE\
CIK 0000036104
$203M1.6M0.25%Q1 202617
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$198M1.4M0.95%Q2 202618
Plante Moran Financial Advisors, LLC
CIK 0001424717
$194M1.3M9.02%Q2 202619
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$182M1.2M2.72%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$181M1.4M0.11%Q1 2026
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