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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
200
shares
|
$28,706
0.0% of portfolio
|
Q4 2023
Added 92.31%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
200
shares
|
$28,706
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
180
shares
|
$25,835
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
178
shares
|
$25,548
0.01% of portfolio
|
Q2 2024
Reduced 88.23%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
168
shares
|
$24,113
0.01% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
168
shares
|
$24,113
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
167
shares
|
$23,969
0.0% of portfolio
|
Q4 2021
Reduced 29.83%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
167
shares
|
$23,969
0.01% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
166
shares
|
$23,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
162
shares
|
$23,251
0.02% of portfolio
|
Q1 2025
Reduced 38.17%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
158
shares
|
$22,677
0.01% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
156
shares
|
$22,390
0.01% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
156
shares
|
$22,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
155
shares
|
$22,247
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
154
shares
|
$22,103
0.0% of portfolio
|
Q3 2025
Reduced 79.95%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
150
shares
|
$21,529
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
150
shares
|
$21,529
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
150
shares
|
$21,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
149
shares
|
$21,385
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
147
shares
|
$21,098
0.01% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
146
shares
|
$20,955
0.01% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
143
shares
|
$20,524
0.01% of portfolio
|
Q3 2025
Reduced 45.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
143
shares
|
$20,524
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
136
shares
|
$19,520
0.0% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
133
shares
|
$19,089
0.0% of portfolio
|
Q4 2024
New holding
|