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

ISHARES RUSSELL MID-CAP GROW

1,297 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·1,297 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10.4B
visible holders
Holders
1,297
filers reporting
Concentration
28.31%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

1,297 institutions reported IWP in Q2 2026. MORGAN STANLEY leads at 28.3% 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
First Command Advisory Services, Inc.
CIK 0001727336
$577M3.9M3.43%Q2 202606
LPL Financial LLC
CIK 0001403438
$399M2.7M0.09%Q2 202607
UBS Group AG
CIK 0001610520
$398M2.7M0.05%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$374M2.5M0.08%Q2 202609
Cassaday & Co Wealth Management LLC
CIK 0001963612
$328M2.2M6.17%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$325M2.2M0.41%Q2 202611
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$308M2.1M2.31%Q2 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$297M2.2M0.18%Q4 202513
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$283M2.0M0.11%Q2 202614
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$275M1.9M0.95%Q2 202615
COMMERCE BANK
CIK 0001009076
$223M1.5M0.98%Q2 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$218M1.5M0.12%Q2 202617
US BANCORP \DE\
CIK 0000036104
$198M1.4M0.22%Q2 202618
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$198M1.4M0.95%Q2 202619
Plante Moran Financial Advisors, LLC
CIK 0001424717
$194M1.3M9.02%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$186M1.3M0.22%Q2 2026
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