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 1,248 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
36,936
shares
|
$5.17 Million
0.07% of portfolio
|
Q1 2025
Added 38.57%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
36,924
shares
|
$5.17 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
36,742
shares
|
$5.14 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
36,265
shares
|
$5.08 Million
1.17% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
35,856
shares
|
$5.02 Million
0.14% of portfolio
|
Q1 2023
Reduced 9.76%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
35,500
shares
|
$4.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
35,206
shares
|
$4.93 Million
2.36% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
35,038
shares
|
$4.91 Million
1.97% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
34,850
shares
|
$4.88 Million
0.13% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
34,719
shares
|
$4.86 Million
0.44% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
34,422
shares
|
$4.82 Million
4.33% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
34,362
shares
|
$4.81 Million
0.36% of portfolio
|
Q2 2025
Added 86.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
34,284
shares
|
$4.8 Million
0.13% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
34,049
shares
|
$4.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
33,854
shares
|
$4.74 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
33,752
shares
|
$4.73 Million
1.81% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
33,708
shares
|
$4.72 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
33,166
shares
|
$4.64 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
33,085
shares
|
$4.63 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
33,079
shares
|
$4.63 Million
0.19% of portfolio
|
Q1 2025
Added 24.47%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
32,874
shares
|
$4.6 Million
0.51% of portfolio
|
Q2 2025
Added 2234.8%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
32,582
shares
|
$4.56 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
32,574
shares
|
$4.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
32,541
shares
|
$4.56 Million
1.24% of portfolio
|
Q4 2023
Reduced 4.97%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
32,272
shares
|
$4.52 Million
4.3% of portfolio
|
Q2 2025
Reduced 0.23%
|