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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,139
shares
|
$2.89 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Q3 Asset Management
|
Sep 03, 2025 Q2 2025 |
19,872
shares
|
$2.85 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,770
shares
|
$2.84 Million
0.04% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
19,711
shares
|
$2.83 Million
0.49% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
19,696
shares
|
$2.83 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
19,575
shares
|
$2.81 Million
0.1% of portfolio
|
Q3 2025
Reduced 27.14%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
19,522
shares
|
$2.8 Million
0.63% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
19,361
shares
|
$2.78 Million
0.06% of portfolio
|
Q2 2025
Added 212.48%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
18,890
shares
|
$2.71 Million
1.79% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
18,819
shares
|
$2.7 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
18,690
shares
|
$2.68 Million
0.26% of portfolio
|
Q2 2025
Added 120.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,565
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
18,467
shares
|
$2.65 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.58%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
18,204
shares
|
$2.61 Million
0.77% of portfolio
|
Q2 2025
Reduced 27.22%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
18,140
shares
|
$2.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,050
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.43%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
18,000
shares
|
$2.58 Million
0.53% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
17,818
shares
|
$2.56 Million
0.06% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
17,790
shares
|
$2.55 Million
0.25% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
17,758
shares
|
$2.55 Million
0.11% of portfolio
|
Q2 2025
Added 134.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,584
shares
|
$2.52 Million
0.06% of portfolio
|
Q2 2020
Reduced 8.03%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,569
shares
|
$2.52 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
17,547
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,538
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2022
Reduced 9.07%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
17,370
shares
|
$2.49 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.37%
|