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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,903
shares
|
$686,420
0.02% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,900
shares
|
$686,000
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,889
shares
|
$684,460
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
4,873
shares
|
$682,220
0.03% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
4,829
shares
|
$676,060
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
4,808
shares
|
$673,120
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,808
shares
|
$673,120
0.12% of portfolio
|
Q1 2023
Reduced 98.9%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
4,800
shares
|
$672,000
0.14% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
4,794
shares
|
$671,160
0.05% of portfolio
|
Q1 2025
Reduced 57.47%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,779
shares
|
$669,060
0.01% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,760
shares
|
$666,400
0.01% of portfolio
|
Q2 2024
Reduced 12.4%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
4,738
shares
|
$663,320
0.08% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
4,725
shares
|
$661,500
0.01% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
4,676
shares
|
$654,640
0.18% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
4,670
shares
|
$653,800
0.04% of portfolio
|
Q1 2022
Reduced 2.26%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
4,656
shares
|
$651,840
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
4,640
shares
|
$649,600
0.54% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
4,608
shares
|
$645,120
0.11% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
4,603
shares
|
$644,420
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,588
shares
|
$642,320
0.01% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
4,541
shares
|
$635,740
0.24% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
4,532
shares
|
$634,480
0.04% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
4,449
shares
|
$622,860
0.16% of portfolio
|
Q2 2025
Reduced 53.43%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
4,435
shares
|
$620,900
0.11% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,417
shares
|
$618,380
0.2% of portfolio
|
Q3 2021
Reduced 36.48%
|