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 1,309 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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
179,397
shares
|
$25.7 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
176,897
shares
|
$25.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
173,998
shares
|
$25 Million
0.4% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
168,860
shares
|
$24.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
165,701
shares
|
$23.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
160,241
shares
|
$23 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
157,571
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
157,374
shares
|
$22.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
156,999
shares
|
$22.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
156,769
shares
|
$22.5 Million
0.01% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
155,749
shares
|
$22.4 Million
0.24% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
155,540
shares
|
$22.3 Million
0.83% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
154,690
shares
|
$22.2 Million
0.08% of portfolio
|
Q2 2025
Added 64.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
153,410
shares
|
$22 Million
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
143,605
shares
|
$20.6 Million
7.16% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
141,784
shares
|
$20.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 48.59%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
140,062
shares
|
$20.1 Million
4.0% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
138,339
shares
|
$19.9 Million
0.02% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
135,831
shares
|
$19.5 Million
4.22% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
135,561
shares
|
$19.5 Million
2.51% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
135,531
shares
|
$19.5 Million
0.29% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
134,293
shares
|
$19.3 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
133,980
shares
|
$19.2 Million
0.11% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 07, 2025 Q3 2025 |
133,197
shares
|
$19.1 Million
10.34% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
131,465
shares
|
$18.9 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.9%
|