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 1,248 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,194
shares
|
$167,160
0.01% of portfolio
|
Q3 2024
Reduced 34.11%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,185
shares
|
$165,900
0.05% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,168
shares
|
$163,520
0.0% of portfolio
|
Q3 2022
Added 73.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,146
shares
|
$160,440
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,140
shares
|
$159,600
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,139
shares
|
$159,460
0.0% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,125
shares
|
$157,500
0.13% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,122
shares
|
$157,080
0.06% of portfolio
|
Q4 2023
Reduced 27.98%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,122
shares
|
$157,080
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,110
shares
|
$155,400
0.05% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,096
shares
|
$153,440
0.02% of portfolio
|
Q1 2024
Added 9.6%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,078
shares
|
$150,920
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,061
shares
|
$148,540
0.05% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,060
shares
|
$148,400
0.07% of portfolio
|
Q3 2023
Added 265.52%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,032
shares
|
$144,480
0.04% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,027
shares
|
$143,780
0.01% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,018
shares
|
$142,520
0.02% of portfolio
|
Q4 2022
Reduced 16.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,000
shares
|
$140,000
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
988
shares
|
$138,320
0.11% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
971
shares
|
$135,940
0.06% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
955
shares
|
$133,700
0.01% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
952
shares
|
$133,280
0.0% of portfolio
|
Q1 2024
Added 310.34%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
919
shares
|
$128,660
0.03% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
910
shares
|
$127,400
0.04% of portfolio
|
Q4 2024
Reduced 16.89%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
900
shares
|
$126,000
0.06% of portfolio
|
Q4 2024
Reduced 9.09%
|