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 |
---|---|---|---|---|---|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,228
shares
|
$176,254
0.02% of portfolio
|
Q1 2025
New holding
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
1,200
shares
|
$172,236
0.03% of portfolio
|
Q2 2025
Added 9.49%
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,200
shares
|
$172,236
0.03% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,194
shares
|
$171,374
0.01% of portfolio
|
Q3 2024
Reduced 34.11%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,168
shares
|
$167,643
0.0% of portfolio
|
Q3 2022
Added 73.81%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,146
shares
|
$164,485
0.01% of portfolio
|
Q2 2025
Reduced 28.64%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,146
shares
|
$164,485
0.03% of portfolio
|
Q1 2024
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,140
shares
|
$163,624
0.04% of portfolio
|
Q4 2023
New holding
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
1,140
shares
|
$163,624
0.08% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,139
shares
|
$163,480
0.0% of portfolio
|
Q2 2025
Added 4.21%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,132
shares
|
$162,475
0.0% of portfolio
|
Q2 2025
Reduced 74.23%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,122
shares
|
$161,040
0.06% of portfolio
|
Q4 2023
Reduced 27.98%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,122
shares
|
$161,040
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
1,096
shares
|
$157,308
0.09% of portfolio
|
Q2 2025
New holding
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,082
shares
|
$155,299
0.0% of portfolio
|
Q2 2025
Reduced 41.2%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,076
shares
|
$154,438
0.05% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,061
shares
|
$152,285
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
|
$152,141
0.07% of portfolio
|
Q3 2023
Added 265.52%
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,032
shares
|
$148,122
0.04% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,027
shares
|
$147,405
0.01% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,018
shares
|
$146,113
0.02% of portfolio
|
Q4 2022
Reduced 16.42%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,015
shares
|
$145,682
0.04% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$143,530
0.02% of portfolio
|
Q2 2021
New holding
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
988
shares
|
$141,807
0.12% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
971
shares
|
$139,367
0.06% of portfolio
|
Q1 2025
Reduced 1.32%
|