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 1,311 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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
13,425
shares
|
$1.93 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
13,400
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
13,399
shares
|
$1.92 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,286
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
13,125
shares
|
$1.88 Million
1.03% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,073
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
12,946
shares
|
$1.86 Million
0.15% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
12,910
shares
|
$1.85 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,896
shares
|
$1.85 Million
1.0% of portfolio
|
Q3 2024
Added 111.1%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
12,882
shares
|
$1.85 Million
0.53% of portfolio
|
Q4 2023
Reduced 4.38%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
12,850
shares
|
$1.84 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
12,799
shares
|
$1.84 Million
1.94% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,562
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
12,531
shares
|
$1.8 Million
0.94% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
12,500
shares
|
$1.79 Million
0.42% of portfolio
|
Q1 2021
Reduced 26.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
12,473
shares
|
$1.79 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,468
shares
|
$1.79 Million
0.34% of portfolio
|
Q1 2024
Added 15.68%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
12,462
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
12,458
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
12,427
shares
|
$1.78 Million
0.74% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
12,420
shares
|
$1.78 Million
0.13% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,387
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,270
shares
|
$1.76 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
12,142
shares
|
$1.74 Million
0.96% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
12,126
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|