ISHARES RUSSELL MID-CAP GROW (IWP) Institutional Shareholders
ISHARES RUSSELL MID-CAP GROW (IWP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $14.27B in IWP holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IWP tracked by InsiderSet, reporting ownership valued at approximately $2.55B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.73B, representing an estimated gain of +6.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed IWP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL MID-CAP GROW (IWP).
This page ranks the largest institutional IWP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,176
Total Reported Value
$14.27B
Largest Holder
Morgan Stanley
Largest Position
$2.55B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.15% | 19,905,431 | $2,550,284,090 | $2,727,840,264 | +$177,556,174 | +6.96% | |
| Bank Of America Corp | 0.07% | 7,100,610 | $909,730,132 | $973,067,594 | +$63,337,462 | +6.96% | |
| Envestnet Asset Management Inc | 0.20% | 5,772,532 | $739,576,783 | $791,067,785 | +$51,491,002 | +6.96% | |
| Wells Fargo & Company/Mn | 0.13% | 5,135,595 | $657,972,398 | $703,781,939 | +$45,809,541 | +6.96% | |
| First Command Advisory Services, Inc. | 3.41% | 3,951,302 | $506,240,823 | $541,486,426 | +$35,245,603 | +6.96% | |
| Jones Financial Companies Lllp | 0.17% | 2,851,583 | $356,388,745 | $390,780,934 | +$34,392,189 | +9.65% | |
| Ubs Group Ag | 0.06% | 2,751,384 | $352,507,318 | $377,049,663 | +$24,542,345 | +6.96% | |
| Lpl Financial Llc | 0.09% | 2,644,351 | $338,794,249 | $362,381,861 | +$23,587,612 | +6.96% | |
| Ameriprise Financial Inc | 0.08% | 2,602,259 | $332,761,352 | $356,613,573 | +$23,852,221 | +7.17% | |
| Commonwealth Equity Services, Llc | 0.41% | 2,218,307 | $324,782,294 | $303,996,791 | -$20,785,503 | -6.40% | |
| Cassaday & Co Wealth Management Llc | 5.96% | 2,184,734 | $279,908,074 | $299,395,947 | +$19,487,873 | +6.96% | |
| Pnc Financial Services Group, Inc. | 0.18% | 2,156,958 | $276,349,507 | $295,589,524 | +$19,240,017 | +6.96% | |
| Vantagepoint Investment Advisers Llc | 2.28% | 2,103,984 | $269,562,430 | $288,329,967 | +$18,767,537 | +6.96% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.97% | 1,974,458 | $252,967,562 | $270,579,724 | +$17,612,162 | +6.96% | |
| Commerce Bank | 1.00% | 1,617,898 | $207,285,092 | $221,716,742 | +$14,431,650 | +6.96% | |
| Us Bancorp \De\ | 0.25% | 1,582,899 | $202,801,098 | $216,920,479 | +$14,119,381 | +6.96% | |
| Envestnet Portfolio Solutions, Inc. | 0.95% | 1,352,671 | $198,044,519 | $185,370,034 | -$12,674,485 | -6.40% | |
| First Citizens Bank & Trust Co | 2.72% | 1,242,947 | $181,979,870 | $170,333,457 | -$11,646,413 | -6.40% | |
| Northwestern Mutual Wealth Management Co | 0.11% | 1,415,556 | $181,360,985 | $193,987,794 | +$12,626,809 | +6.96% | |
| Cullen/Frost Bankers, Inc. | 1.71% | 1,188,094 | $173,948,860 | $162,816,402 | -$11,132,458 | -6.40% | |
| Fmr Llc | 0.01% | 1,176,536 | $150,737,855 | $161,232,493 | +$10,494,638 | +6.96% | |
| Osaic Holdings, Inc. | 0.22% | 1,171,450 | $150,072,409 | $160,535,508 | +$10,463,099 | +6.97% | |
| Raymond James Financial Inc | 0.04% | 1,037,365 | $132,549,891 | $142,160,500 | +$9,610,609 | +7.25% | |
| Financial Advisory Corp | 14.44% | 743,948 | $108,921,428 | $101,950,634 | -$6,970,794 | -6.40% | |
| Zions Bancorporation, National Association | 5.80% | 662,087 | $96,936,158 | $90,732,402 | -$6,203,756 | -6.40% | |
| Royal Bank Of Canada | 0.02% | 755,617 | $96,809,000 | $103,549,754 | +$6,740,754 | +6.96% | |
| Truist Financial Corp | 0.11% | 641,849 | $93,973,150 | $87,958,987 | -$6,014,163 | -6.40% | |
| Cetera Investment Advisers | 0.09% | 690,014 | $88,404,635 | $94,559,519 | +$6,154,884 | +6.96% | |
| Mariner, Llc | 0.10% | 674,595 | $86,428,960 | $92,446,499 | +$6,017,539 | +6.96% | |
| Focus Partners Wealth | 0.09% | 657,827 | $84,318,446 | $90,148,612 | +$5,830,166 | +6.91% | |
| Stephens Group Asset Management, Llc | 4.66% | 563,017 | $82,431,383 | $77,155,850 | -$5,275,533 | -6.40% | |
| Cibc Bancorp Usa Inc. | 0.11% | 632,091 | $80,983,561 | $86,621,751 | +$5,638,190 | +6.96% | |
| American Family Investments, Inc. | 2.09% | 620,523 | $79,501,407 | $85,036,472 | +$5,535,065 | +6.96% | |
| Pacific Life Fund Advisors Llc | 8.93% | 606,847 | $77,749,238 | $83,162,313 | +$5,413,075 | +6.96% | |
| Stephens Inc | 0.80% | 485,385 | $71,079,661 | $66,517,160 | -$4,562,501 | -6.42% | |
| Fifth Third Bancorp | 0.12% | 511,007 | $65,470,223 | $70,028,399 | +$4,558,176 | +6.96% | |
| Rodgers & Associates, Ltd | 5.79% | 435,416 | $63,749,307 | $59,669,409 | -$4,079,898 | -6.40% | |
| Johnson Investment Counsel Inc | 0.43% | 401,192 | $58,738,487 | $54,979,352 | -$3,759,135 | -6.40% | |
| Goldman Sachs Group Inc | 0.01% | 439,554 | $56,315,685 | $60,236,480 | +$3,920,795 | +6.96% | |
| Creative Planning | 0.04% | 423,386 | $54,244,183 | $58,020,817 | +$3,776,634 | +6.96% | |
| Truepoint, Inc. | 0.98% | 320,731 | $46,958,199 | $43,952,976 | -$3,005,223 | -6.40% | |
| Krilogy Financial Llc | 1.36% | 313,541 | $45,905,592 | $42,967,659 | -$2,937,933 | -6.40% | |
| Wescott Financial Advisory Group, Llc | 3.80% | 337,918 | $43,294,005 | $46,308,283 | +$3,014,278 | +6.96% | |
| Amg National Trust Bank | 0.94% | 337,497 | $43,240,065 | $46,250,589 | +$3,010,524 | +6.96% | |
| Cedar Mountain Advisors, Llc | 6.96% | 276,200 | $40,438,512 | $37,850,448 | -$2,588,064 | -6.40% | |
| M&T Bank Corp | 0.13% | 305,456 | $39,135,069 | $41,859,690 | +$2,724,621 | +6.96% | |
| Bnp Paribas Financial Markets | 0.03% | 299,260 | $38,341,191 | $41,010,590 | +$2,669,399 | +6.96% | |
| Badgley Phelps Wealth Managers, Llc | 0.64% | 250,932 | $36,738,964 | $34,387,721 | -$2,351,243 | -6.40% | |
| Bank Of Hawaii | 1.75% | 261,375 | $33,487,360 | $35,818,830 | +$2,331,470 | +6.96% | |
| Moneta Group Investment Advisors Llc | 0.25% | 256,552 | $32,869,447 | $35,157,886 | +$2,288,439 | +6.96% |
Frequently asked questions about IWP
Who owns the most IWP stock?
The largest holders of IWP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL MID-CAP GROW (IWP).
Is IWP widely held by superinvestors?
Many widely followed stocks like IWP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.