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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
75,063
shares
|
$10.8 Million
0.4% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
71,252
shares
|
$10.2 Million
0.3% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
70,829
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
70,570
shares
|
$10.1 Million
6.21% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
68,799
shares
|
$9.87 Million
0.21% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
68,583
shares
|
$9.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
68,118
shares
|
$9.78 Million
0.39% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
67,553
shares
|
$9.7 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
67,200
shares
|
$9.65 Million
7.24% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
64,193
shares
|
$9.21 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
64,128
shares
|
$9.2 Million
0.12% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
63,631
shares
|
$9.13 Million
0.62% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
63,211
shares
|
$9.07 Million
0.07% of portfolio
|
Q2 2025
Added 53.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
63,006
shares
|
$9.04 Million
0.36% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
61,653
shares
|
$8.85 Million
0.29% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
61,386
shares
|
$8.81 Million
0.87% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
61,082
shares
|
$8.77 Million
5.01% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
59,369
shares
|
$8.52 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
59,215
shares
|
$8.5 Million
0.74% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
58,775
shares
|
$8.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
57,820
shares
|
$8.3 Million
6.28% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
56,872
shares
|
$8.16 Million
0.61% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
56,651
shares
|
$8.13 Million
2.87% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
55,091
shares
|
$7.91 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
54,993
shares
|
$7.89 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.29%
|