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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,342
shares
|
$336,147
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
2,340
shares
|
$335,860
0.26% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,328
shares
|
$334,137
0.18% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,320
shares
|
$332,989
0.04% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
2,318
shares
|
$332,702
0.09% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,318
shares
|
$332,702
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,303
shares
|
$330,549
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,293
shares
|
$329,114
0.05% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
2,287
shares
|
$328,253
0.17% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
2,280
shares
|
$327,248
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
2,270
shares
|
$325,813
0.13% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,268
shares
|
$325,526
0.03% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,265
shares
|
$325,095
0.12% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
2,263
shares
|
$324,808
0.07% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,258
shares
|
$324,090
0.01% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
2,256
shares
|
$323,803
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,250
shares
|
$322,942
0.08% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
2,250
shares
|
$322,942
0.0% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
2,250
shares
|
$322,942
0.0% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
2,246
shares
|
$322,368
0.04% of portfolio
|
Q1 2024
Added 87.17%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,236
shares
|
$320,933
0.04% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,227
shares
|
$319,641
0.09% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
2,226
shares
|
$319,497
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
2,225
shares
|
$319,354
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
2,207
shares
|
$316,770
0.04% of portfolio
|
Q4 2024
New holding
|