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 1,310 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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,069
shares
|
$296,963
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,066
shares
|
$296,532
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
2,064
shares
|
$296,245
0.02% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
2,053
shares
|
$294,667
0.01% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
2,052
shares
|
$294,523
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
2,029
shares
|
$291,222
0.02% of portfolio
|
Q2 2025
Reduced 47.45%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
2,028
shares
|
$291,078
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
2,026
shares
|
$290,791
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,025
shares
|
$290,648
0.11% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,017
shares
|
$289,500
0.02% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,015
shares
|
$289,212
0.13% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
2,009
shares
|
$288,351
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,002
shares
|
$287,347
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$287,060
0.04% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,000
shares
|
$287,060
0.16% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,963
shares
|
$281,749
0.11% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
1,943
shares
|
$278,878
0.03% of portfolio
|
Q2 2025
Reduced 81.48%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
1,940
shares
|
$278,448
0.0% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,939
shares
|
$278,304
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,936
shares
|
$277,874
0.07% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,927
shares
|
$276,582
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
1,916
shares
|
$275,003
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
1,914
shares
|
$274,716
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,896
shares
|
$272,132
0.0% of portfolio
|
Q2 2024
Reduced 39.0%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
1,891
shares
|
$271,415
0.14% of portfolio
|
Q2 2025
Added 0.11%
|