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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
134,270
shares
|
$18.8 Million
5.66% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
132,350
shares
|
$18.5 Million
0.27% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
132,284
shares
|
$18.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
131,465
shares
|
$18.4 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.9%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
128,703
shares
|
$18 Million
4.5% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
123,079
shares
|
$17.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
122,652
shares
|
$17.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
121,667
shares
|
$17 Million
2.47% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
120,297
shares
|
$16.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
119,818
shares
|
$16.8 Million
1.87% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
119,724
shares
|
$16.8 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
118,407
shares
|
$16.6 Million
0.29% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
118,392
shares
|
$16.6 Million
0.03% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
112,780
shares
|
$15.8 Million
1.52% of portfolio
|
Q2 2025
Added 23.57%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
111,913
shares
|
$15.7 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
110,621
shares
|
$15.5 Million
0.55% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
110,121
shares
|
$15.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
105,348
shares
|
$14.7 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
105,151
shares
|
$14.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
102,242
shares
|
$14.3 Million
0.63% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
99,757
shares
|
$14 Million
2.76% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
99,480
shares
|
$13.9 Million
2.6% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
94,685
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Added 78.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
93,770
shares
|
$13.1 Million
0.05% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
93,028
shares
|
$13 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.77%
|