Institutional Ownership Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP). We have compiled data on the 1,318 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
36,701
shares
|
$5.02 Million
2.42% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
36,506
shares
|
$5 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
36,082
shares
|
$4.94 Million
1.86% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,946
shares
|
$4.92 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
35,856
shares
|
$4.91 Million
0.14% of portfolio
|
Q1 2023
Reduced 9.76%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
35,332
shares
|
$4.83 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
35,252
shares
|
$4.82 Million
0.33% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
35,247
shares
|
$4.82 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
35,187
shares
|
$4.81 Million
0.3% of portfolio
|
Q3 2025
Added 56.39%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
35,071
shares
|
$4.8 Million
0.39% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
34,944
shares
|
$4.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
34,942
shares
|
$4.78 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
34,828
shares
|
$4.77 Million
1.96% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
34,528
shares
|
$4.72 Million
0.51% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
34,433
shares
|
$4.71 Million
0.04% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
34,347
shares
|
$4.7 Million
0.24% of portfolio
|
Q3 2025
Added 65.42%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
33,687
shares
|
$4.61 Million
3.04% of portfolio
|
Q4 2025
Added 7.08%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
33,614
shares
|
$4.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
33,456
shares
|
$4.58 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
33,190
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
33,134
shares
|
$4.53 Million
0.13% of portfolio
|
Q3 2025
Added 38.83%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
32,541
shares
|
$4.45 Million
1.24% of portfolio
|
Q4 2023
Reduced 4.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
32,476
shares
|
$4.44 Million
0.08% of portfolio
|
Q3 2025
Added 31.53%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
32,086
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
32,028
shares
|
$4.38 Million
1.82% of portfolio
|
Q3 2025
Added 0.85%
|
|