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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,832
shares
|
$837,066
0.15% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
5,820
shares
|
$835,344
0.04% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
5,819
shares
|
$835,201
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
5,770
shares
|
$828,168
0.02% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,752
shares
|
$825,584
0.11% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
5,705
shares
|
$818,838
0.09% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
5,693
shares
|
$817,116
0.11% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
5,688
shares
|
$816,398
0.21% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,665
shares
|
$813,097
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,655
shares
|
$811,662
0.07% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
5,652
shares
|
$811,231
0.04% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,545
shares
|
$795,873
0.05% of portfolio
|
Q2 2023
Reduced 29.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,545
shares
|
$795,873
0.05% of portfolio
|
Q2 2023
Reduced 29.96%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
5,545
shares
|
$795,873
0.22% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,463
shares
|
$784,104
0.01% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
5,462
shares
|
$783,960
0.05% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
5,451
shares
|
$782,382
0.06% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
5,439
shares
|
$780,659
0.01% of portfolio
|
Q4 2022
Reduced 1.34%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
5,428
shares
|
$779,080
0.09% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
5,417
shares
|
$777,502
0.13% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
5,409
shares
|
$776,353
0.05% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,383
shares
|
$772,621
0.14% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,323
shares
|
$764,010
0.01% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
5,321
shares
|
$763,723
0.35% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
5,310
shares
|
$762,144
0.33% of portfolio
|
Q3 2024
Reduced 0.08%
|