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 ↗ |
| 2 | Morgan Stanley ✦ | 20.08M | +0.9% | $2.94B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 20.08M | +0.9% | $2.94B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 20.08M | +0.9% | $2.94B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 20.08M | +0.9% | $2.94B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 20.08M | +0.9% | $2.94B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 7.00M | -1.4% | $1.02B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 7.00M | -1.4% | $1.02B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 7.00M | -1.4% | $1.02B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 7.00M | -1.4% | $1.02B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 7.00M | -1.4% | $1.02B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 7.00M | -1.4% | $1.02B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 5.87M | +1.6% | $858.91M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 5.34M | +3.9% | $781.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 5.34M | +3.9% | $781.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 5.34M | +3.9% | $781.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 5.34M | +3.9% | $781.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 5.34M | +3.9% | $781.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | LPL Financial LLC | 2.73M | +3.1% | $399.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 2.72M | -1.2% | $398.00M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 2.72M | -1.2% | $398.00M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 2.72M | -1.2% | $398.00M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 2.72M | -1.2% | $398.00M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 2.54M | -2.3% | $373.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 2.54M | -2.3% | $373.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 2.54M | -2.3% | $373.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 2.22M | -1.6% | $324.78M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 2.00M | -30.0% | $282.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 2.00M | -30.0% | $282.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 1.49M | +5.0% | $217.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.35M | -14.5% | $198.23M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.35M | -14.5% | $198.23M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 1.35M | -14.5% | $198.23M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 1.27M | +8.5% | $186.05M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 1.27M | +8.5% | $186.05M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 1.27M | +8.5% | $186.05M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 1.27M | +8.5% | $186.05M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 1.27M | +8.5% | $186.05M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 1.14M | -3.3% | $166.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 1.14M | -3.3% | $166.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Raymond James Financial Inc | 996.75K | -3.9% | $145.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Raymond James Financial Inc | 996.75K | -3.9% | $145.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Raymond James Financial Inc | 996.75K | -3.9% | $145.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Raymond James Financial Inc | 996.75K | -3.9% | $145.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Cetera Investment Advisers | 722.42K | +4.7% | $105.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | Mariner, LLC | 662.97K | -1.7% | $97.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mariner, LLC | 662.97K | -1.7% | $97.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 63 | Mariner, LLC | 662.97K | -1.7% | $97.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 64 | Truist Financial Corp | 641.85K | +0.6% | $93.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Truist Financial Corp | 641.85K | +0.6% | $93.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Truist Financial Corp | 641.85K | +0.6% | $93.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Focus Partners Wealth | 636.88K | -3.2% | $93.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 68 | CIBC Bancorp USA Inc. | 615.21K | -2.7% | $90.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | CIBC Bancorp USA Inc. | 615.21K | -2.7% | $90.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Fifth Third Bancorp | 491.39K | -3.8% | $71.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 80 | Goldman Sachs Group ✦ | 452.31K | +2.9% | $66.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 81 | Goldman Sachs Group ✦ | 452.31K | +2.9% | $66.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 452.31K | +2.9% | $66.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | Goldman Sachs Group ✦ | 452.31K | +2.9% | $66.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 84 | Creative Planning | 415.40K | -1.9% | $60.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Creative Planning | 415.40K | -1.9% | $60.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bnp Paribas Financial Markets | 395.46K | +32.1% | $57.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Wellington Management ✦ | 370.32K | New | $54.22M | 0.0% | New | 1 | SEC ↗ |
| 88 | Baird Financial Group, Inc. | 249.38K | +1.8% | $36.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Baird Financial Group, Inc. | 249.38K | +1.8% | $36.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 90 | HighTower Advisors, LLC | 245.40K | +1.1% | $35.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 226.83K | -0.8% | $33.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 226.83K | -0.8% | $33.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 226.83K | -0.8% | $33.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 226.83K | -0.8% | $33.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 95 | Lido Advisors, LLC | 192.60K | -0.3% | $28.20M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 96 | Stifel Financial Corp | 177.60K | +9.3% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Stifel Financial Corp | 177.60K | +9.3% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Stifel Financial Corp | 177.60K | +9.3% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Stifel Financial Corp | 177.60K | +9.3% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Stifel Financial Corp | 177.60K | +9.3% | $26.01M | 0.0% | ▲ Add | 3 | 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% |
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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