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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
3,326
shares
|
$477,380
0.11% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,313
shares
|
$475,514
0.0% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
3,311
shares
|
$475,227
0.28% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
3,300
shares
|
$473,649
0.54% of portfolio
|
Q1 2025
Reduced 42.89%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
3,275
shares
|
$470,060
0.13% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
3,249
shares
|
$466,328
0.25% of portfolio
|
Q1 2025
Reduced 40.6%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
3,248
shares
|
$466,185
0.05% of portfolio
|
Q4 2019
Reduced 26.2%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
3,246
shares
|
$465,898
0.08% of portfolio
|
Q2 2025
Added 48.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,215
shares
|
$461,448
0.1% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
3,209
shares
|
$460,587
0.16% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,203
shares
|
$459,726
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
3,195
shares
|
$458,578
0.3% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,184
shares
|
$456,999
0.03% of portfolio
|
Q2 2025
Added 40.02%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,183
shares
|
$456,855
0.01% of portfolio
|
Q2 2025
Reduced 63.46%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,180
shares
|
$456,425
0.07% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
3,165
shares
|
$454,272
0.12% of portfolio
|
Q2 2025
Reduced 25.48%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
3,151
shares
|
$452,263
0.08% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
3,147
shares
|
$451,688
0.2% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
3,144
shares
|
$451,258
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
3,144
shares
|
$451,258
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
3,141
shares
|
$450,827
0.11% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
3,139
shares
|
$450,540
0.01% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,134
shares
|
$449,823
0.09% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,134
shares
|
$449,823
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
3,131
shares
|
$449,392
0.05% of portfolio
|
Q1 2024
Added 1.76%
|