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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,781
shares
|
$399,156
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,773
shares
|
$398,008
0.05% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
2,766
shares
|
$397,003
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,755
shares
|
$395,425
0.02% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,754
shares
|
$395,281
0.04% of portfolio
|
Q3 2025
Added 64.03%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
2,726
shares
|
$391,262
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,721
shares
|
$390,545
0.19% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,701
shares
|
$387,674
0.04% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,700
shares
|
$387,531
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,686
shares
|
$385,521
0.12% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,676
shares
|
$384,086
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
2,660
shares
|
$381,789
0.03% of portfolio
|
Q1 2025
Reduced 58.68%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
2,644
shares
|
$379,493
0.19% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
2,640
shares
|
$378,919
0.12% of portfolio
|
Q2 2022
Reduced 13.16%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
2,600
shares
|
$373,178
0.02% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,600
shares
|
$373,178
0.11% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
2,593
shares
|
$372,173
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
2,587
shares
|
$371,312
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,585
shares
|
$371,025
0.01% of portfolio
|
Q3 2025
Reduced 51.07%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,552
shares
|
$366,288
0.12% of portfolio
|
Q4 2020
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
2,550
shares
|
$366,001
0.06% of portfolio
|
Q2 2022
Reduced 45.16%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,542
shares
|
$364,853
0.04% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,528
shares
|
$362,843
0.0% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
2,526
shares
|
$362,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
2,520
shares
|
$361,695
0.14% of portfolio
|
Q3 2025
Reduced 0.08%
|