Security record · archived quarter
IWP
iShares Russell Mid-Cap Growth ETF · Financial Services · Asset Management - Global
80Tracked holders
+3Δ holders
69.23MShares held
$10.13BReported value
+6New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +3.9% ·
share flow -0.4% ·
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 Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | +3 | 69.23M | $10.13B | +6 | −3 |
| Q1 2026 | 78 | -1 | 69.57M | $8.90B | +3 | −4 |
| Q4 2025 | 79 | +3 | 70.98M | $9.72B | +3 | — |
| Q3 2025 | 10 | -2 | 22.96M | $3.27B | +1 | −3 |
| Q2 2025 | 9 | +1 | 1.41M | $195.53M | +1 | — |
| 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 | — | 283.45K | $31.28M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 20.08M | +0.9% | $2.94B | 0.2% | ▲ Add | 4 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 7.00M | -1.4% | $1.02B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 3 | Envestnet Asset Management Inc | 5.87M | +1.6% | $858.91M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.34M | +3.9% | $781.15M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | LPL Financial LLC | 2.73M | +3.1% | $399.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 2.72M | -1.2% | $398.00M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Ameriprise Financial Inc | 2.54M | -2.3% | $373.52M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ ×8 |
| 9 | Commonwealth Equity Services, Llc | 2.22M | -1.6% | $324.78M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 2.00M | -30.0% | $282.91M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 1.49M | +5.0% | $217.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Us Bancorp \De\ | 1.35M | -14.5% | $198.23M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 1.27M | +8.5% | $186.05M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | Fidelity (FMR) ✦ | 1.14M | -3.3% | $166.62M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 996.75K | -3.9% | $145.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 17 | Cetera Investment Advisers | 722.42K | +4.7% | $105.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Mariner, LLC | 662.97K | -1.7% | $97.07M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 641.85K | +0.6% | $93.97M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Focus Partners Wealth | 636.88K | -3.2% | $93.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 615.21K | -2.7% | $90.07M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 23 | Fifth Third Bancorp | 491.39K | -3.8% | $71.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 452.31K | +2.9% | $66.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 25 | Creative Planning | 415.40K | -1.9% | $60.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Bnp Paribas Financial Markets | 395.46K | +32.1% | $57.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wellington Management ✦ | 370.32K | New | $54.22M | 0.0% | New | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 249.38K | +1.8% | $36.51M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | HighTower Advisors, LLC | 245.40K | +1.1% | $35.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 226.83K | -0.8% | $33.21M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 31 | Lido Advisors, LLC | 192.60K | -0.3% | $28.20M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 177.60K | +9.3% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 33 | Hsbc Holdings Plc | 175.55K | +1.2% | $25.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 167.35K | +20.4% | $24.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 166.51K | -6.2% | $24.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 36 | Mml Investors Services, Llc | 155.14K | +14.7% | $22.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 128.22K | -5.1% | $18.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Captrust Financial Advisors | 127.77K | +5.6% | $18.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Brown Advisory Inc | 103.16K | -46.8% | $15.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Bank of New York Mellon Corp | 102.01K | -15.3% | $14.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 41 | Nuveen, LLC | 93.91K | +18.7% | $13.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Wealth Enhancement Advisory… | 95.65K | -3.1% | $13.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Cerity Partners LLC | 82.48K | +6.6% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 44 | Kayne Anderson Rudnick Investment… | 80.84K | -66.2% | $11.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 59.29K | +9.0% | $8.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 57.66K | New | $8.44M | 0.0% | New | 1 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 53.78K | +29.8% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Blair William & Co/Il | 50.29K | +7.0% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 50.16K | -6.1% | $7.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 43.45K | +97.9% | $6.36M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 51 | Citigroup Inc | 36.74K | +19.2% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 33.03K | New | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 32.08K | 0.0% | $4.70M | 0.0% | Held | 9 | SEC ↗ |
| 54 | Financial Engines Advisors L.L.C. | 28.54K | -0.1% | $4.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Wealthfront Advisers LLC | 18.30K | -3.8% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 20.31K | +14.9% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | BlackRock ✦ (passive) | 15.69K | -51.6% | $2.30M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 58 | Franklin Resources Inc | 12.15K | +14.6% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | Neuberger Berman Group LLC | 11.47K | -0.1% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Clearbridge Investments, LLC | 11.45K | -2.0% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Allspring Global Investments… | 7.13K | -67.7% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 62 | Voya Investment Management Llc | 6.03K | +36.0% | $883,438 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Assetmark, Inc | 5.30K | -55.1% | $775,387 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Hrt Financial Lp | 5.03K | -85.8% | $735,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Jane Street Group, Llc | 4.19K | -86.6% | $614,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 3.83K | -11.4% | $558,556 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 67 | Rhumbline Advisers | 3.79K | +164.3% | $555,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 3.07K | -93.8% | $449,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 3.06K | +73.4% | $447,429 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Gotham Asset Management ✦ | 2.73K | New | $399,846 | 0.0% | New | 1 | SEC ↗ |
| 71 | Cibc World Market Inc. | 2.68K | +2.0% | $392,964 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Lazard Asset Management Llc | 2.37K | 0.0% | $346,260 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Sei Investments Co | 2.11K | New | $308,330 | 0.0% | New | 1 | SEC ↗ |
| 74 | Empower Advisory Group, LLC | 2.10K | 0.0% | $307,315 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Fayez Sarofim & Co | 1.90K | 0.0% | $277,593 | 0.0% | Held | 3 | SEC ↗ |
| 76 | First Trust Advisors Lp | 1.68K | 0.0% | $245,822 | 0.0% | Held | 3 | SEC ↗ |
| 77 | First Manhattan Co. Llc. | 1.48K | New | $217,272 | 0.0% | New | 1 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 1.32K | -36.4% | $193,072 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 346 | 0.0% | $50,658 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Artisan Partners Limited Partnership | 53 | +381.8% | $7,718 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $54.22M | 0.0% |
| Citadel Advisors | $8.44M | 0.0% |
| Renaissance Technologies | $4.84M | 0.0% |
| Gotham Asset Management | $399,846 | 0.0% |
| Sei Investments Co | $308,330 | 0.0% |
| First Manhattan Co. Llc. | $217,272 | 0.0% |
Exited
| D. E. Shaw & Co. | $415,878 | was 0.0% |
| Federated Hermes, Inc. | $263,287 | was 0.0% |
| Fisher Asset Management | $206,892 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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