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 1,310 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
30,790
shares
|
$4.42 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
30,787
shares
|
$4.42 Million
0.0% of portfolio
|
Q2 2025
Added 13768.02%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
30,767
shares
|
$4.42 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
30,350
shares
|
$4.36 Million
2.59% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
30,205
shares
|
$4.34 Million
0.03% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,966
shares
|
$4.3 Million
0.5% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
29,801
shares
|
$4.28 Million
0.04% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
29,727
shares
|
$4.27 Million
0.01% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
29,541
shares
|
$4.24 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
29,371
shares
|
$4.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,341
shares
|
$4.21 Million
0.08% of portfolio
|
Q4 2023
Added 108.05%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
28,603
shares
|
$4.11 Million
1.47% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
28,515
shares
|
$4.09 Million
0.06% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
28,303
shares
|
$4.06 Million
2.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
28,196
shares
|
$4.05 Million
1.25% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
28,190
shares
|
$4.05 Million
1.45% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
28,046
shares
|
$4.03 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
27,900
shares
|
$4 Million
1.04% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
27,493
shares
|
$3.95 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
26,916
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.51%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
26,887
shares
|
$3.86 Million
0.39% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
26,357
shares
|
$3.78 Million
0.05% of portfolio
|
Q2 2025
Added 87.42%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
26,171
shares
|
$3.76 Million
0.65% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
26,123
shares
|
$3.75 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
26,044
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.54%
|