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 |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
3,631
shares
|
$521,157
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
3,620
shares
|
$519,578
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,617
shares
|
$519,148
0.04% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,608
shares
|
$517,856
0.06% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
3,600
shares
|
$516,708
0.05% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
3,588
shares
|
$514,985
0.02% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,584
shares
|
$514,411
0.07% of portfolio
|
Q1 2025
Reduced 38.74%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
3,566
shares
|
$511,827
0.07% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,564
shares
|
$511,540
0.03% of portfolio
|
Q1 2025
Reduced 44.41%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
3,535
shares
|
$507,378
0.09% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,508
shares
|
$503,503
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,504
shares
|
$502,929
1.58% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
3,503
shares
|
$502,785
0.29% of portfolio
|
Q2 2025
Reduced 76.54%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
3,502
shares
|
$502,642
0.05% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
3,499
shares
|
$502,211
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,499
shares
|
$502,211
0.01% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
3,494
shares
|
$501,493
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
3,468
shares
|
$497,762
0.05% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,450
shares
|
$495,178
0.01% of portfolio
|
Q1 2025
Added 26.61%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
3,403
shares
|
$488,432
0.09% of portfolio
|
Q3 2021
Added 0.03%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
3,396
shares
|
$487,427
0.04% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
3,381
shares
|
$485,274
0.12% of portfolio
|
Q3 2025
Reduced 24.01%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
3,376
shares
|
$484,557
0.25% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,370
shares
|
$483,696
0.04% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
3,333
shares
|
$478,385
0.01% of portfolio
|
Q3 2025
Reduced 4.99%
|