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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
93,629
shares
|
$13.4 Million
0.38% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
92,991
shares
|
$13.3 Million
0.38% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
91,440
shares
|
$13.1 Million
0.18% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
90,850
shares
|
$13 Million
0.07% of portfolio
|
Q2 2025
Added 43.2%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
90,526
shares
|
$13 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
90,083
shares
|
$12.9 Million
0.28% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
89,685
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
89,683
shares
|
$12.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
89,663
shares
|
$12.9 Million
1.15% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
88,206
shares
|
$12.7 Million
0.04% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
86,439
shares
|
$12.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
85,832
shares
|
$12.3 Million
6.22% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
84,868
shares
|
$12.2 Million
4.42% of portfolio
|
Q2 2023
Reduced 5.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
84,466
shares
|
$12.1 Million
0.07% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
83,356
shares
|
$12 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
82,599
shares
|
$11.9 Million
0.99% of portfolio
|
Q2 2025
Reduced 37.35%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
82,353
shares
|
$11.8 Million
1.1% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
81,435
shares
|
$11.7 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
81,243
shares
|
$11.7 Million
0.89% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,636
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2023
Reduced 21.94%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
79,214
shares
|
$11.4 Million
0.43% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
78,539
shares
|
$11.3 Million
3.75% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
78,063
shares
|
$11.2 Million
4.22% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
77,056
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Added 74.4%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
75,771
shares
|
$10.9 Million
2.12% of portfolio
|
Q3 2025
Added 1.93%
|