Security record · archived quarter
IWP
iShares Russell Mid-Cap Growth ETF · Financial Services · Asset Management - Global
79Tracked holders
+3Δ holders
70.98MShares held
$9.72BReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.9% ·
share flow -1.6% ·
net new positions +3.8%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 111.94K | $15.76M | +1 | −1 |
| Q2 2026 | 79 | +3 | 68.99M | $10.09B | +6 | −4 |
| Q1 2026 | 78 | -1 | 69.57M | $8.90B | +3 | −4 |
| Q4 2025 | 79 | +3 | 70.98M | $9.72B | +3 | n/a |
| Q3 2025 | 10 | -2 | 22.96M | $3.27B | +1 | −3 |
| Q2 2025 | 9 | +1 | 1.41M | $195.53M | +1 | n/a |
| Q1 2025 | 5 | -1 | 485.77K | $57.07M | +2 | −3 |
| Q4 2024 | 6 | 0 | 82.84K | $10.50M | +2 | −2 |
| Q3 2024 | 6 | 0 | 621.30K | $72.87M | +1 | −1 |
| Q2 2024 | 6 | n/a | 283.45K | $31.28M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 19.40M | -2.1% | $2.66B | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 7.09M | n/a | $971.20M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 3 | Envestnet Asset Management Inc | 6.01M | n/a | $822.71M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.30M | n/a | $725.67M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 5 | Jones Financial Companies Lllp | 4.73M | n/a | $648.00M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 2.78M | n/a | $381.07M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 2.62M | n/a | $358.30M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 2.46M | n/a | $336.55M | 0.2% | n/c | 1 | SEC ↗ ×8 |
| 9 | UBS Group AG | 2.37M | n/a | $324.26M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 2.30M | n/a | $314.99M | 0.4% | n/c | 1 | SEC ↗ |
| 11 | Us Bancorp \De\ | 1.58M | n/a | $216.96M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 12 | Northwestern Mutual Wealth… | 1.40M | n/a | $192.39M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.19M | n/a | $162.87M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 14 | Fidelity (FMR) ✦ | 1.18M | +0.4% | $161.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 1.02M | n/a | $139.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Royal Bank Of Canada | 877.70K | n/a | $120.19M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 17 | Cetera Investment Advisers | 717.41K | n/a | $98.24M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 692.78K | n/a | $94.87M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 19 | Mariner, LLC | 666.08K | n/a | $91.21M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 20 | Focus Partners Wealth | 652.16K | n/a | $89.34M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 618.23K | -57.7% | $84.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 22 | Creative Planning | 420.76K | n/a | $57.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Goldman Sachs Group ✦ | 395.48K | -1.3% | $54.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Bnp Paribas Financial Markets | 350.30K | n/a | $47.97M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 337.57K | n/a | $46.23M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 26 | Corient Private Wealth LP | 334.89K | n/a | $45.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Baird Financial Group, Inc. | 334.95K | n/a | $45.87M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 28 | HighTower Advisors, LLC | 235.33K | n/a | $32.23M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 227.79K | n/a | $31.19M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 30 | Lido Advisors, LLC | 204.29K | n/a | $28.34M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 201.95K | n/a | $27.65M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 192.21K | n/a | $26.32M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 33 | Kayne Anderson Rudnick Investment… | 169.47K | n/a | $23.20M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 162.15K | n/a | $22.21M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 35 | Brown Advisory Inc | 161.82K | n/a | $22.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Mml Investors Services, Llc | 159.51K | n/a | $21.84M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Northern Trust Corp | 137.68K | n/a | $18.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Wealth Enhancement Advisory… | 119.92K | n/a | $17.01M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 116.61K | n/a | $15.97M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 40 | Captrust Financial Advisors | 116.31K | n/a | $15.93M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 91.78K | n/a | $12.57M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Clearbridge Investments, LLC | 91.71K | n/a | $12.56M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Nuveen, LLC | 71.15K | n/a | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 70.73K | n/a | $9.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Citigroup Inc | 57.96K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Two Sigma Investments ✦ | 54.70K | New | $7.49M | 0.0% | New | 1 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 49.71K | n/a | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 44.52K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 41.68K | n/a | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | BlackRock ✦ (passive) | 34.22K | +38.3% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Allspring Global Investments… | 31.87K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | T. Rowe Price ✦ | 32.09K | 0.0% | $4.39M | 0.0% | Held | 7 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 31.30K | +347.1% | $4.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Financial Engines Advisors L.L.C. | 29.08K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | The Vanguard Group ✦ (passive) | 26.25K | -0.1% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | Wellington Management ✦ | 24.36K | New | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 57 | Susquehanna International Group, Llp | 21.66K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | AQR Capital Management ✦ | 18.25K | +103.2% | $2.50M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 59 | Alliancebernstein L.P. | 17.93K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 17.66K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 17.29K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 13.41K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Franklin Resources Inc | 11.38K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Assetmark, Inc | 8.21K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | D. E. Shaw & Co. ✦ | 5.01K | New | $685,796 | 0.0% | New | 1 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 4.76K | n/a | $651,482 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Voya Investment Management Llc | 4.50K | n/a | $616,504 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Rhumbline Advisers | 3.38K | n/a | $462,855 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Empower Advisory Group, LLC | 3.01K | n/a | $412,737 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Lazard Asset Management Llc | 2.37K | n/a | $323,863 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Federated Hermes, Inc. | 2.21K | n/a | $301,953 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 2.17K | n/a | $297,284 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Cibc World Market Inc. | 2.05K | n/a | $280,316 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Fisher Asset Management ✦ | 2.01K | -44.5% | $275,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Fayez Sarofim & Co | 1.90K | n/a | $259,638 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | First Trust Advisors Lp | 1.68K | n/a | $229,922 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Legal & General Group Plc | 918 | n/a | $125,679 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Deutsche Bank Ag\ | 746 | n/a | $102,157 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Qube Research & Technologies Ltd | 82 | n/a | $11,229 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $7.49M | 0.0% |
| Wellington Management | $3.34M | 0.0% |
| D. E. Shaw & Co. | $685,796 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,162 holders, 111.33M shares, $14.01B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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