13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
IWP

ISHARES RUSSELL MID-CAP GROW

1,253 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·1,253 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.1%
vs prior quarter
13F value held
$9.3B
54.0% inst. owned
of float
Holders
1,253
+41 QoQ
filers reporting
Activity
+84 / −105
+887 added · −867 reduced
this quarter
Concentration
27.39%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,253 institutions reported IWP in Q1 2026. MORGAN STANLEY leads at 27.4% of the visible book. +41 net new institutions vs prior quarter — accumulation reading.

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
$740M5.8M0.20%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$658M5.1M0.12%Q1 202605
First Command Advisory Services, Inc.
CIK 0001727336
$506M4.0M3.41%Q1 202606
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$356M2.9M0.17%Q1 202607
UBS Group AG
CIK 0001610520
$353M2.8M0.05%Q1 202608
LPL Financial LLC
CIK 0001403438
$339M2.6M0.09%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$333M2.6M0.08%Q1 202610
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$297M2.2M0.18%Q4 202511
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$289M2.3M0.40%Q1 202612
Cassaday & Co Wealth Management LLC
CIK 0001963612
$280M2.2M5.96%Q1 202613
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$270M2.1M2.28%Q1 202614
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$253M2.0M0.97%Q1 202615
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$211M1.6M1.17%Q1 202616
COMMERCE BANK
CIK 0001009076
$207M1.6M1.00%Q1 202617
US BANCORP \DE\
CIK 0000036104
$203M1.6M0.25%Q1 202618
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$197M1.5M4.14%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$181M1.4M0.11%Q1 202620
CIBC Private Wealth Group LLC
CIK 0001298088
$179M1.3M0.30%Q4 2025
Page 1 of 63
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