iShares Russell Mid-Cap GrowIWPETF
13F holders, Q3 2024 (September 30)1,022holders +5
59new positions
55sold out
4famous investors
$117.20avg. 13F price*
At the end of Q3 2024, 1,022 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 5 from Q2 2024. 59 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($1.3B), Bank of America Corp. ($836.0M) and Wells Fargo & Company ($586.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $48.5M |
| Exits | 55 | $76.0M |
All 13F filers, Q2 2024 → Q3 2024: 4,074,368 shares bought and 6,711,271 shares sold, net −2,636,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| Morgan Stanley | 0.09% | Add +0.0% | 10,814,391 | $1.3B |
| Bank of America Corp. | 0.07% | Add +14.1% | 7,127,992 | $836.0M |
| Wells Fargo & Company | 0.14% | Reduce -1.7% | 5,000,551 | $586.5M |
| Jones Financial Companies LLLP | 0.53% | Add +4.6% | 4,404,373 | $516.4M |
| Tiaa Trust, National Association | 1.23% | Reduce -17.4% | 3,524,405 | $413.4M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -4.2% | 2,658,038 | $311.8M |
| Ameriprise Financial Inc. | 0.08% | Add +12.3% | 2,607,619 | $305.8M |
| Commonwealth Equity Services, LLC | 0.44% | Reduce -9.1% | 2,475,873 | $290.4M |
| UBS Group AG | 0.08% | Add +1.4% | 2,287,211 | $268.3M |
| Cassaday & Co Wealth Management LLC | 7.08% | Add +2.3% | 2,134,150 | $250.3M |
| Commerce Bank | 1.34% | Reduce -1.9% | 1,857,652 | $217.9M |
| LPL Financial LLC | 0.10% | Add +11.1% | 1,814,140 | $212.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -27.0% | 1,637,656 | $192.1M |
| Envestnet Portfolio Solutions, Inc. | 0.57% | Reduce -3.4% | 1,491,502 | $174.9M |
| First Citizens Bank & Trust Co. | 3.68% | Reduce -0.4% | 1,425,700 | $167.2M |
| US Bancorp \de | 0.21% | Reduce -7.5% | 1,404,736 | $164.8M |
| FMR LLC | 0.01% | Reduce -2.4% | 1,162,939 | $136.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +2.5% | 892,878 | $104.7M |
| GLOBALT Investments LLC / GA | 3.86% | Reduce -4.0% | 878,778 | $103.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.2% | 792,804 | $93.0M |
| Cullen/Frost Bankers, Inc. | 1.19% | Add +1.3% | 746,559 | $87.6M |
| Truist Financial Corp. | 0.13% | Reduce -14.6% | 710,027 | $83.3M |
| CIBC Private Wealth Group LLC | 0.15% | Reduce -1.0% | 691,999 | $81.2M |
| Royal Bank of Canada | 0.02% | Reduce -8.4% | 674,226 | $79.1M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +0.1% | 632,436 | $74.2M |
| Equitable Holdings, Inc. | 0.69% | Add +0.2% | 610,032 | $71.6M |
| Mariner, LLC | 0.12% | Add +5.0% | 566,584 | $66.5M |
| American Family Investments, Inc. | 4.48% | Reduce -18.9% | 541,095 | $63.5M |
| Wellington Management Group LLP | 0.01% | Add +156.5% | 521,898 | $61.2M |
| Zions Bancorporation, N.A. | 4.36% | Reduce -13.8% | 509,806 | $59.8M |
| Stephens Inc. | 0.84% | Add +0.3% | 502,160 | $58.9M |
| Osaic Holdings, Inc. | 0.13% | Reduce -29.9% | 476,731 | $55.9M |
| Stephens Group Asset Management, LLC | 4.38% | Reduce -1.5% | 446,802 | $52.4M |
| Rodgers & Associates, LTD | 6.12% | Add +1.0% | 437,027 | $51.3M |
| Johnson Investment Counsel Inc. | 0.49% | Add +2.9% | 427,209 | $50.1M |
| Cetera Investment Advisers | 0.10% | Reduce -0.0% | 398,631 | $46.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -43.5% | 387,339 | $45.4M |
| Congress Asset Management Co. | 0.29% | Add +122.8% | 368,085 | $43.2M |
| Integrated Investment Consultants, LLC | 9.26% | Add +104.4% | 362,269 | $42.5M |
| Creative Planning | 0.04% | Add +0.3% | 361,983 | $42.5M |
| One Capital Management, LLC | 1.32% | Add +9.2% | 353,520 | $41.5M |
| M&T Bank Corp | 0.13% | Reduce -2.6% | 341,839 | $40.1M |
| Raymond James & Associates | 0.02% | Add +1.6% | 335,416 | $39.3M |
| RTD Financial Advisors, Inc. | 4.82% | Add +5.0% | 324,482 | $38.1M |
| AMG National Trust Bank | 1.01% | Reduce -0.8% | 319,095 | $37.4M |
| Summit Rock Advisors, LP | 13.44% | Reduce -37.4% | 292,928 | $34.4M |
| Cedar Mountain Advisors, LLC | 7.31% | Add +1.4% | 276,566 | $32.4M |
| Orion Porfolio Solutions, LLC | 0.31% | Add +3.6% | 267,498 | $31.4M |
| Orion Portfolio Solutions, LLC | 0.31% | Add +3.6% | 267,498 | $31.4M |
| Hantz Financial Services, Inc. | 0.55% | Reduce -4.3% | 262,196 | $30.8M |
| Comerica Bank | 0.12% | Reduce -3.0% | 257,948 | $30.3M |
| BNP Paribas Financial Markets | 0.03% | Add +196770.9% | 250,026 | $29.3M |
| Truepoint, Inc. | 0.76% | Reduce -0.5% | 242,114 | $28.4M |
| Krilogy Financial LLC | 1.95% | Reduce -7.5% | 240,942 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Add +28.0% | 240,913 | $28.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.8% | 237,220 | $27.8M |
| Accredited Investors Inc. | 1.53% | Reduce -1.1% | 227,576 | $26.7M |
| Badgley Phelps Wealth Managers, LLC | 0.62% | Add +0.6% | 225,958 | $26.5M |
| Fifth Third Bancorp | 0.09% | Add +0.4% | 221,745 | $26.0M |
| Prudential Financial Inc. | 0.04% | Reduce -0.1% | 216,344 | $25.4M |
| Baird Financial Group, Inc. | 0.05% | Add +6.4% | 205,287 | $24.1M |
| AE Wealth Management LLC | 0.21% | Reduce -1.6% | 200,678 | $23.5M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +6.3% | 197,529 | $23.2M |
| Neuberger Berman Group LLC | 0.02% | New | 195,074 | $22.9M |
| Corient Private Wealth LP | 0.04% | Add +4.2% | 193,437 | $22.7M |
| HSBC Holdings PLC | 0.01% | Reduce -50.1% | 188,644 | $22.1M |
| Keybank National Association | 0.09% | Reduce -1.4% | 188,481 | $22.1M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.7% | 174,644 | $20.5M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +2.8% | 174,412 | $20.5M |
| Arax Advisory Partners | 1.77% | Reduce -9.5% | 169,425 | $19.9M |
| GenWealth Group, Inc. | 4.43% | Add +2.5% | 164,240 | $19.3M |
| Falcon Wealth Planning | 2.16% | Reduce -13.1% | 156,844 | $18.4M |
| MML Investors Services, LLC | 0.07% | Add +1.2% | 154,437 | $18.1M |
| Bishop & Co Investment Management, LLC | 6.89% | Add +1.1% | 154,226 | $18.1M |
| Bank of Montreal | 0.01% | Add +2.0% | 153,113 | $18.0M |
| Northern Trust Corp. | 0.00% | Reduce -11.0% | 152,250 | $17.9M |
| Legacy Edge Advisors, LLC | 2.82% | Add +8.0% | 150,515 | $17.7M |
| Synovus Financial Corp. | 0.20% | Reduce -0.1% | 148,414 | $17.4M |
| Stifel Financial Corp. | 0.02% | Reduce -1.1% | 143,315 | $16.8M |
| Natixis Advisors, LLC | 0.03% | Add +2.0% | 142,947 | $16.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.38% | Reduce -10.3% | 140,674 | $16.5M |
| FSA Wealth Management LLC | 6.54% | — | 139,538 | $16.4M |
| EP Wealth Advisors, LLC | 0.14% | Add +62.0% | 138,549 | $16.3M |
| LBJ Family Wealth Advisors, Ltd. | 9.60% | Reduce -0.2% | 137,963 | $16.2M |
| Private Advisor Group, LLC | 0.10% | Add +0.4% | 136,405 | $16.0M |
| Bokf, NA | 0.28% | Reduce -0.9% | 132,862 | $15.5M |
| Kestra Private Wealth Services, LLC | 0.28% | Add +1.3% | 129,751 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +1.8% | 126,472 | $14.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +0.6% | 123,702 | $14.5M |
| JMG Financial Group, Ltd. | 0.49% | Add +1.6% | 123,493 | $14.5M |
| Wealthspire Advisors, LLC | 0.15% | Add +14.6% | 122,348 | $14.4M |
| Bartlett & Co. Wealth Management LLC | 0.21% | Reduce -0.3% | 122,099 | $14.3M |
| HUB Investment Partners, LLC | 0.62% | Reduce -6.5% | 120,902 | $14.2M |
| Curi Capital, LLC | 0.32% | Reduce -0.2% | 119,845 | $14.1M |
| Captrust Financial Advisors | 0.04% | Add +6.0% | 119,334 | $14.0M |
| Phoenix Financial Ltd. | 0.21% | Add +4.4% | 118,570 | $13.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.0% | 117,233 | $13.8M |
| Mechanics Bank Trust Department | 1.81% | Add +3.9% | 116,070 | $13.6M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -1.1% | 115,027 | $13.5M |
| Citigroup Inc. | 0.01% | Add +153.6% | 114,872 | $13.5M |
"% 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.