IWP Institutional Ownership & Shareholders
ISHARES RUSSELL MID-CAP GROW (IWP) is currently held by 1,191 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.69B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IWP tracked by InsiderSet, reporting ownership valued at approximately $2.94B in its June 30, 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 $2.64B, representing an estimated loss of -10.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
1,191
Total Reported Value
$15.69B
Largest Holder
Morgan Stanley
Largest Position
$2.94B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.16% | 20,083,691 | $2,940,453,486 | $2,643,817,083 | -$296,636,403 | -10.09% | |
| Bank Of America Corp | 0.07% | 7,000,459 | $1,024,937,239 | $921,540,423 | -$103,396,816 | -10.09% | |
| Envestnet Asset Management Inc | 0.20% | 5,866,456 | $858,907,852 | $772,260,268 | -$86,647,584 | -10.09% | |
| Wells Fargo & Company/Mn | 0.14% | 5,335,358 | $781,149,912 | $702,346,527 | -$78,803,385 | -10.09% | |
| First Command Advisory Services, Inc. | 3.43% | 3,941,675 | $577,100,531 | $518,882,097 | -$58,218,434 | -10.09% | |
| Lpl Financial Llc | 0.09% | 2,726,167 | $399,138,088 | $358,872,624 | -$40,265,464 | -10.09% | |
| Ubs Group Ag | 0.06% | 2,718,424 | $398,004,459 | $357,853,335 | -$40,151,124 | -10.09% | |
| Ameriprise Financial Inc | 0.08% | 2,542,307 | $373,516,538 | $334,669,293 | -$38,847,245 | -10.40% | |
| Cassaday & Co Wealth Management Llc | 5.58% | 2,291,807 | $315,535,973 | $301,693,473 | -$13,842,500 | -4.39% | |
| Pnc Financial Services Group, Inc. | 0.17% | 2,149,692 | $314,736,392 | $282,985,455 | -$31,750,937 | -10.09% | |
| Vantagepoint Investment Advisers Llc | 2.34% | 2,248,524 | $309,576,784 | $295,995,699 | -$13,581,085 | -4.39% | |
| Commonwealth Equity Services, Llc | 0.38% | 2,147,399 | $295,653,934 | $282,683,604 | -$12,970,330 | -4.39% | |
| Jones Financial Companies Lllp | 0.11% | 1,996,544 | $282,910,920 | $262,825,052 | -$20,085,868 | -7.10% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.95% | 1,876,868 | $274,792,247 | $247,070,904 | -$27,721,343 | -10.09% | |
| Commerce Bank | 0.98% | 1,523,545 | $223,062,223 | $200,559,464 | -$22,502,759 | -10.09% | |
| Us Bancorp \De\ | 0.22% | 1,353,964 | $198,233,965 | $178,235,821 | -$19,998,144 | -10.09% | |
| Envestnet Portfolio Solutions, Inc. | 0.95% | 1,352,671 | $198,044,519 | $178,065,610 | -$19,978,909 | -10.09% | |
| Plante Moran Financial Advisors, Llc | 9.02% | 1,324,615 | $193,936,911 | $174,372,319 | -$19,564,592 | -10.09% | |
| Osaic Holdings, Inc. | 0.22% | 1,270,561 | $186,050,034 | $167,256,650 | -$18,793,384 | -10.10% | |
| Fmr Llc | 0.01% | 1,138,018 | $166,617,219 | $149,808,690 | -$16,808,529 | -10.09% | |
| Cullen/Frost Bankers, Inc. | 1.57% | 1,166,831 | $160,649,305 | $153,601,633 | -$7,047,672 | -4.39% | |
| Raymond James Financial Inc | 0.04% | 996,753 | $145,934,574 | $131,212,565 | -$14,722,009 | -10.09% | |
| Royal Bank Of Canada | 0.02% | 918,632 | $134,498,000 | $120,928,716 | -$13,569,284 | -10.09% | |
| First Citizens Bank & Trust Co | 1.80% | 880,406 | $121,214,298 | $115,896,646 | -$5,317,652 | -4.39% | |
| American Family Investments, Inc. | 1.91% | 723,817 | $105,974,047 | $95,283,270 | -$10,690,777 | -10.09% | |
| Cetera Investment Advisers | 0.10% | 722,419 | $105,769,274 | $95,099,237 | -$10,670,037 | -10.09% | |
| Financial Advisory Corp | 13.30% | 757,264 | $104,260,160 | $99,686,233 | -$4,573,927 | -4.39% | |
| Mariner, Llc | 0.10% | 662,972 | $97,065,675 | $87,273,634 | -$9,792,041 | -10.09% | |
| Zions Bancorporation, National Association | 5.80% | 662,087 | $96,936,158 | $87,157,133 | -$9,779,025 | -10.09% | |
| Focus Partners Wealth | 0.10% | 636,878 | $93,245,480 | $83,838,620 | -$9,406,860 | -10.09% | |
| Cibc Bancorp Usa Inc. | 0.11% | 615,207 | $90,072,516 | $80,985,849 | -$9,086,667 | -10.09% | |
| Truist Financial Corp | 0.10% | 637,758 | $87,806,479 | $83,954,463 | -$3,852,016 | -4.39% | |
| Stephens Group Asset Management, Llc | 4.99% | 633,950 | $87,282,236 | $83,453,178 | -$3,829,058 | -4.39% | |
| Jpmorgan Chase & Co | 0.00% | 588,919 | $85,205,032 | $77,525,297 | -$7,679,735 | -9.01% | |
| Fifth Third Bancorp | 0.12% | 491,388 | $71,944,076 | $64,686,316 | -$7,257,760 | -10.09% | |
| Stephens Inc | 0.80% | 485,385 | $71,079,661 | $63,896,081 | -$7,183,580 | -10.11% | |
| Equitable Holdings, Inc. | 0.40% | 461,131 | $67,514,240 | $60,703,285 | -$6,810,955 | -10.09% | |
| Goldman Sachs Group Inc | 0.01% | 452,315 | $66,223,467 | $59,542,747 | -$6,680,720 | -10.09% | |
| Rodgers & Associates, Ltd | 5.70% | 438,988 | $60,439,860 | $57,788,380 | -$2,651,480 | -4.39% | |
| Johnson Investment Counsel Inc | 0.43% | 401,192 | $58,738,487 | $52,812,915 | -$5,925,572 | -10.09% | |
| Bnp Paribas Financial Markets | 0.03% | 395,460 | $57,899,299 | $52,058,354 | -$5,840,945 | -10.09% | |
| Creative Planning | 0.03% | 415,502 | $57,206,331 | $54,696,683 | -$2,509,648 | -4.39% | |
| Wellington Management Group Llp | 0.01% | 370,317 | $54,218,112 | $48,748,530 | -$5,469,582 | -10.09% | |
| Amg National Trust Bank | 1.03% | 340,414 | $49,840,075 | $44,812,099 | -$5,027,976 | -10.09% | |
| Wescott Financial Advisory Group, Llc | 3.84% | 338,838 | $49,609,253 | $44,604,634 | -$5,004,619 | -10.09% | |
| Truepoint, Inc. | 0.98% | 320,731 | $46,958,199 | $42,221,029 | -$4,737,170 | -10.09% | |
| Krilogy Financial Llc | 1.24% | 321,821 | $45,373,595 | $42,364,516 | -$3,009,079 | -6.63% | |
| Natixis Advisors, Llc | 0.04% | 273,307 | $40,014,000 | $35,978,133 | -$4,035,867 | -10.09% | |
| M&T Bank Corp | 0.13% | 305,456 | $39,135,069 | $40,210,228 | +$1,075,159 | +2.75% | |
| Cedar Mountain Advisors, Llc | 6.37% | 272,997 | $37,586,254 | $35,937,325 | -$1,648,929 | -4.39% |
Frequently asked questions about IWP
Who are the largest institutional holders of IWP?
The largest institutional holders of IWP reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Envestnet Asset Management Inc, Wells Fargo & Company/Mn, and First Command Advisory Services, Inc.. InsiderSet ranks institutional holders by their latest reported IWP position.
What is IWP institutional ownership?
This page tracks IWP positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL MID-CAP GROW (IWP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWP?
InsiderSet currently tracks 1,191 institutional managers reporting IWP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWP shareholders.
How much IWP stock do institutions own?
Institutional investment managers disclosed approximately $15.69B in IWP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWP institutional ownership last updated?
The latest IWP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWP position after the reporting date.
Are institutions buying or selling IWP?
Institutional buying and selling can be analyzed by comparing IWP positions across consecutive 13F reporting periods. InsiderSet's IWP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWP ownership changes.
How has IWP institutional ownership changed over time?
InsiderSet tracks IWP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.