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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
8,562
shares
|
$1.23 Million
0.12% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,556
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,466
shares
|
$1.22 Million
0.24% of portfolio
|
Q1 2023
Reduced 2.15%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
8,425
shares
|
$1.21 Million
0.19% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
8,419
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
8,392
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,254
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
8,229
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,154
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,126
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 95.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,091
shares
|
$1.16 Million
0.49% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,048
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.99%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
8,000
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
Added 706.45%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
7,995
shares
|
$1.15 Million
0.58% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
7,995
shares
|
$1.15 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
7,897
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,869
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 65.49%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
7,864
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
7,857
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
7,847
shares
|
$1.13 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
7,831
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,822
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
7,773
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
7,741
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2025
Added 24.03%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
7,716
shares
|
$1.11 Million
0.59% of portfolio
|
Q2 2025
Added 0.43%
|