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 1,248 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,409
shares
|
$757,260
0.02% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
5,381
shares
|
$753,340
0.28% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
5,310
shares
|
$743,400
0.36% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
5,292
shares
|
$740,880
0.33% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,283
shares
|
$739,620
0.02% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
5,278
shares
|
$738,920
0.38% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,272
shares
|
$738,080
0.05% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
5,271
shares
|
$737,940
0.04% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
5,236
shares
|
$733,040
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
5,213
shares
|
$729,820
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
5,200
shares
|
$728,000
0.19% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
5,199
shares
|
$727,860
0.6% of portfolio
|
Q1 2025
Reduced 50.38%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,174
shares
|
$724,360
0.34% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
5,152
shares
|
$721,280
0.35% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,143
shares
|
$720,020
0.17% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,103
shares
|
$714,420
0.1% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
5,091
shares
|
$712,740
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
5,086
shares
|
$712,040
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
5,080
shares
|
$711,200
0.12% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
5,012
shares
|
$701,680
0.21% of portfolio
|
Q3 2024
Added 60.54%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
5,000
shares
|
$700,000
0.32% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
4,996
shares
|
$699,440
0.15% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,985
shares
|
$697,900
0.09% of portfolio
|
Q3 2023
Added 6.22%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
4,959
shares
|
$694,260
0.02% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,941
shares
|
$691,740
0.08% of portfolio
|
Q1 2025
Added 5.26%
|