ISHARES RUSSELL MID-CAP GROW IWP
$142.96
-1.4% 52w: $123.48 – $146.41
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data123.48134.94146.41
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
-60 QoQ
13F value
$14.33B
-12.2% QoQ
Smart-money holders
32
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
2.1×
$11.5M calls / $5.5M puts
Institutional value by quarter
Number of holders
Who owns IWP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 19.9M | $2.55B | 0.2% | +2.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.1M | $909.7M | 0.1% | +0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.8M | $739.6M | 0.2% | -3.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.1M | $658.0M | 0.1% | -3.1% |
| First Command Advisory Services, Inc. | Wealth advisor | 4.0M | $506.2M | 3.4% | +2.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.9M | $356.4M | 0.2% | -39.7% |
| UBS Group AG | Bank broker | 2.8M | $352.5M | 0.1% | +16.2% |
| LPL Financial LLC | Bank broker | 2.6M | $338.8M | 0.1% | +1.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.6M | $332.8M | 0.1% | -6.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.4M | $311.9M | 0.2% | -1.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.3M | $288.7M | 0.4% | -2.0% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 2.2M | $279.9M | 6.0% | +1.9% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 2.1M | $269.6M | 2.3% | +5.6% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 2.0M | $253.0M | 1.0% | — |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.6M | $211.1M | 1.2% | -12.4% |
| COMMERCE BANK | Diversified mechanical | 1.6M | $207.3M | 1.0% | -2.6% |
| US BANCORP \DE\ | Wealth advisor | 1.6M | $202.8M | 0.2% | -0.1% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 1.5M | $196.5M | 4.1% | -12.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.4M | $181.4M | 0.1% | +0.8% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 1.3M | $163.2M | 1.9% | -11.5% |
| FMR LLC | Long only active | 1.2M | $150.7M | 0.0% | -0.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $150.1M | 0.2% | -1.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $132.5M | 0.0% | +2.2% |
| Financial Advisory Corp | Wealth advisor | 783.0K | $100.3M | 13.9% | +4.0% |
| ROYAL BANK OF CANADA | Bank broker | 755.6K | $96.8M | 0.0% | -13.9% |
| Cetera Investment Advisers | Wealth advisor | 690.0K | $88.4M | 0.1% | -3.8% |
| Mariner, LLC | Diversified mechanical | 674.6K | $86.4M | 0.1% | +1.3% |
| Focus Partners Wealth | Wealth advisor | 657.8K | $84.3M | 0.1% | +0.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 637.9K | $81.7M | 0.1% | -7.9% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 632.1K | $81.0M | 0.1% | — |
| American Family Investments, Inc. | Wealth advisor | 620.5K | $79.5M | 2.1% | +10.5% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 606.8K | $77.7M | 8.9% | -7.0% |
| JPMORGAN CHASE & CO | Bank broker | 606.8K | $75.0M | 0.0% | -1.9% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Wealth advisor | 551.0K | $70.6M | 4.5% | +2.3% |
| STEPHENS INC /AR/ | Diversified mechanical | 523.4K | $67.1M | 0.8% | -4.8% |
| FIFTH THIRD BANCORP | Diversified mechanical | 511.0K | $65.5M | 0.1% | +153.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Wealth advisor | 504.7K | $64.7M | 4.2% | +0.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 439.6K | $56.3M | 0.0% | +11.1% |
| Rodgers & Associates, LTD | Wealth advisor | 431.0K | $55.2M | 5.6% | +4.7% |
| Creative Planning | Wealth advisor | 423.4K | $54.2M | 0.0% | +0.6% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 403.2K | $51.7M | 0.4% | 0.0% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 346.1K | $44.3M | 0.1% | +65.3% |
| Wescott Financial Advisory Group, LLC | Wealth advisor | 337.9K | $43.3M | 3.8% | +0.1% |
| AMG National Trust Bank | Wealth advisor | 337.5K | $43.2M | 0.9% | +4.7% |
| Truepoint, Inc. | Wealth advisor | 336.3K | $43.1M | 1.0% | +17.9% |
| Krilogy Financial LLC | Wealth advisor | 306.5K | $41.4M | 1.3% | +8.6% |
| CONGRESS ASSET MANAGEMENT CO | Other | 311.2K | $39.9M | 0.3% | -32.1% |
| M&T Bank Corp | Diversified mechanical | 305.5K | $39.1M | 0.1% | +0.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 299.3K | $38.3M | 0.0% | -14.6% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 278.5K | $35.7M | 0.6% | +211.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.