iShares Russell Mid-Cap GrowIWPETF
13F holders, Q1 2024 (March 31)1,039holders
3famous investors
$114.09avg. 13F price*
At the end of Q1 2024, 1,039 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings. The largest holders were Morgan Stanley ($1.3B), Tiaa Trust, National Association ($1.2B) and Bank of America Corp. ($669.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $56.8M |
| Exits | 57 | $129.4M |
Ownership 1,039 holders
| Morgan Stanley | 0.10% | Add +0.8% | 11,023,819 | $1.3B |
| Tiaa Trust, National Association | 3.67% | Reduce -4.8% | 10,498,236 | $1.2B |
| Bank of America Corp. | 0.07% | Reduce -11.0% | 5,863,540 | $669.3M |
| Wells Fargo & Company | 0.16% | Reduce -5.6% | 5,319,457 | $607.2M |
| Jones Financial Companies LLLP | 0.62% | Add +2.3% | 4,010,048 | $457.7M |
| Commonwealth Equity Services, LLC | 0.55% | Add +0.8% | 2,893,717 | $330.3M |
| PNC Financial Services Group, Inc. | 0.22% | Add +0.5% | 2,824,959 | $322.4M |
| Ameriprise Financial Inc. | 0.07% | Reduce -5.5% | 2,332,162 | $266.5M |
| UBS Group AG | 0.09% | Reduce -2.1% | 2,298,294 | $262.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -1.1% | 2,186,366 | $249.6M |
| Cassaday & Co Wealth Management LLC | 7.63% | Add +1.0% | 2,054,900 | $234.5M |
| Commerce Bank | 1.47% | Reduce -5.9% | 1,950,338 | $222.6M |
| LPL Financial LLC | 0.10% | Add +2.6% | 1,682,336 | $192.0M |
| US Bancorp \de | 0.24% | Add +0.4% | 1,534,216 | $175.1M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Add +20.4% | 1,510,631 | $172.4M |
| First Citizens Bank & Trust Co. | 3.08% | Add +18.4% | 1,406,752 | $160.6M |
| FMR LLC | 0.01% | Reduce -4.1% | 1,211,468 | $138.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +10.4% | 1,052,479 | $120.1M |
| GLOBALT Investments LLC / GA | 4.12% | Reduce -1.6% | 905,787 | $103.4M |
| Truist Financial Corp. | 0.15% | Reduce -5.4% | 861,844 | $98.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.7% | 861,311 | $98.3M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +18.0% | 816,703 | $93.2M |
| Zions Bancorporation, N.A. | 6.62% | Reduce -6.4% | 787,312 | $89.9M |
| Osaic Holdings, Inc. | 0.20% | Reduce -32.8% | 771,288 | $88.0M |
| Cullen/Frost Bankers, Inc. | 1.25% | Add +10.5% | 736,931 | $84.1M |
| CIBC Private Wealth Group LLC | 0.16% | Reduce -6.8% | 701,477 | $79.6M |
| Royal Bank of Canada | 0.02% | Reduce -21.8% | 674,144 | $76.9M |
| American Family Insurance Mutual Holding Co | 6.49% | Reduce -12.4% | 661,459 | $75.5M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -0.6% | 650,939 | $74.3M |
| Equitable Holdings, Inc. | 0.80% | Add +5.0% | 618,503 | $70.6M |
| Mariner, LLC | 0.12% | Add +4.4% | 511,040 | $58.3M |
| Stephens Inc. | 0.88% | Add +32.5% | 498,467 | $56.9M |
| Summit Rock Advisors, LP | 18.20% | Add +6.4% | 497,158 | $56.7M |
| BNP Paribas Financial Markets | 0.07% | Add +1833974.1% | 495,200 | $56.5M |
| Stephens Group Asset Management, LLC | 4.75% | Add +0.5% | 455,737 | $52.0M |
| Rodgers & Associates, LTD | 6.43% | Reduce -5.7% | 438,948 | $50.1M |
| Barclays PLC | 0.02% | Reduce -15.0% | 434,160 | $49.6M |
| Johnson Investment Counsel Inc. | 0.53% | Reduce -1.6% | 427,203 | $48.8M |
| Cetera Investment Advisers | 0.11% | Add +442.4% | 391,146 | $44.6M |
| Focus Partners Wealth | 0.35% | Add +1651.8% | 382,184 | $43.6M |
| Creative Planning | 0.05% | Reduce -0.5% | 373,613 | $42.6M |
| Angeles Investment Advisors, LLC | 2.15% | Add +52.8% | 354,500 | $40.5M |
| M&T Bank Corp | 0.14% | Reduce -2.6% | 350,588 | $40.0M |
| Raymond James & Associates | 0.03% | Reduce -5.7% | 330,649 | $37.7M |
| AMG National Trust Bank | 1.05% | Reduce -2.8% | 314,052 | $35.8M |
| RTD Financial Advisors, Inc. | 4.54% | Add +4.0% | 295,725 | $33.8M |
| Hantz Financial Services, Inc. | 0.64% | Reduce -3.8% | 287,564 | $32.8M |
| Avantax Planning Partners, Inc. | 1.01% | Add +0.0% | 272,410 | $31.1M |
| Cedar Mountain Advisors, LLC | 7.76% | Reduce -0.1% | 270,410 | $30.9M |
| Comerica Bank | 0.13% | Reduce -1.0% | 269,118 | $30.7M |
| One Capital Management, LLC | 1.10% | Add +0.4% | 266,511 | $30.4M |
| Krilogy Financial LLC | 2.28% | Reduce -2.1% | 260,622 | $29.7M |
| Orion Porfolio Solutions, LLC | 0.32% | Reduce -15.3% | 260,086 | $29.7M |
| Orion Portfolio Solutions, LLC | 0.32% | Reduce -15.3% | 260,086 | $29.7M |
| Truepoint, Inc. | 0.81% | Reduce -2.9% | 250,871 | $28.6M |
| NSI Retail Advisors, LLC | 4.27% | No change | 249,000 | $28.4M |
| CSM Advisors, LLC | 1.87% | No change | 249,000 | $28.4M |
| HighTower Advisors, LLC | 0.05% | Reduce -11.5% | 245,570 | $28.0M |
| Accredited Investors Inc. | 1.75% | Reduce -2.4% | 238,369 | $27.2M |
| Fifth Third Bancorp | 0.10% | Reduce -1.5% | 227,689 | $26.0M |
| Badgley Phelps Wealth Managers, LLC | 0.64% | Add +1.1% | 224,519 | $25.6M |
| Prudential Financial Inc. | 0.03% | Add +40.1% | 212,073 | $24.2M |
| Arax Advisory Partners | 2.44% | Add +2.2% | 202,538 | $23.1M |
| BlackRock Inc. | 0.00% | Reduce -0.1% | 196,246 | $22.4M |
| Keybank National Association | 0.09% | Reduce -7.7% | 193,729 | $22.1M |
| HSBC Holdings PLC | 0.02% | Add +0.8% | 191,720 | $21.9M |
| AE Wealth Management LLC | 0.25% | Reduce -56.5% | 190,468 | $21.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -13.5% | 189,778 | $21.7M |
| Falcon Wealth Planning | 3.40% | Reduce -12.2% | 187,837 | $21.4M |
| Moneta Group Investment Advisors LLC | 0.35% | Add +46.0% | 187,239 | $21.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.54% | Reduce -8.8% | 185,023 | $21.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +11.3% | 181,131 | $20.7M |
| Integrated Investment Consultants, LLC | 5.57% | Reduce -2.1% | 177,257 | $20.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | No change | 177,000 | $20.2M |
| Northern Trust Corp. | 0.00% | Add +12.8% | 172,944 | $19.7M |
| Steward Partners Investment Advisory, LLC | 0.21% | Reduce -9.3% | 169,858 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +7.2% | 161,211 | $18.4M |
| GenWealth Group, Inc. | 4.55% | Add +7.1% | 158,219 | $18.1M |
| Bishop & Co Investment Management, LLC | 7.20% | Reduce -35.2% | 152,488 | $17.4M |
| Captrust Financial Advisors | 0.06% | Reduce -24.3% | 151,870 | $17.3M |
| Bank of Montreal | 0.01% | Reduce -17.7% | 150,141 | $17.2M |
| Synovus Financial Corp. | 0.22% | Add +0.1% | 147,522 | $16.8M |
| MML Investors Services, LLC | 0.07% | Reduce -5.4% | 144,999 | $16.6M |
| Sterling Manor Financial, LLC | 12.23% | Reduce -12.7% | 142,699 | $16.3M |
| LBJ Family Wealth Advisors, Ltd. | 10.21% | Add +3.8% | 140,762 | $16.1M |
| FSA Wealth Management LLC | 6.86% | Add +1.1% | 138,126 | $15.8M |
| Corient Private Wealth LP | 0.03% | Add +42.3% | 137,738 | $15.7M |
| Ausdal Financial Partners, Inc. | 1.81% | Reduce -4.6% | 136,254 | $15.6M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -0.9% | 135,908 | $15.5M |
| Legacy Edge Advisors, LLC | 3.23% | Reduce -0.8% | 135,736 | $15.5M |
| Bokf, NA | 0.28% | Add +4.7% | 136,439 | $15.5M |
| Private Advisor Group, LLC | 0.11% | Add +1.8% | 134,030 | $15.3M |
| Congress Asset Management Co. | 0.11% | Reduce -77.6% | 131,996 | $15.1M |
| Kestra Private Wealth Services, LLC | 0.33% | Add +2.1% | 128,267 | $14.6M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Add +46.0% | 159,248 | $14.6M |
| JMG Financial Group, Ltd. | 0.55% | Reduce -1.8% | 127,010 | $14.5M |
| Bartlett & Co. Wealth Management LLC | 0.22% | Reduce -4.0% | 126,189 | $14.4M |
| Stifel Financial Corp. | 0.02% | Reduce -7.1% | 123,508 | $14.1M |
| UMB Bank, n.a. | 0.22% | Add +16.0% | 122,725 | $14.0M |
| Curi Capital, LLC | 0.32% | Add +4.8% | 120,233 | $13.7M |
"% of holder's portfolio" is IWP's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Grow the manager owns.