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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
54,074
shares
|
$7.76 Million
2.89% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
54,033
shares
|
$7.76 Million
3.35% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
54,006
shares
|
$7.75 Million
0.11% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
53,884
shares
|
$7.73 Million
0.55% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
53,256
shares
|
$7.64 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
53,248
shares
|
$7.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.45%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
52,880
shares
|
$7.59 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
51,908
shares
|
$7.45 Million
3.62% of portfolio
|
Q2 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
51,360
shares
|
$7.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
50,186
shares
|
$7.2 Million
0.1% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
49,956
shares
|
$7.17 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
48,721
shares
|
$6.99 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
48,426
shares
|
$6.95 Million
0.25% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
48,175
shares
|
$6.91 Million
3.09% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
48,129
shares
|
$6.91 Million
1.75% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
47,881
shares
|
$6.87 Million
2.32% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
47,809
shares
|
$6.86 Million
0.05% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
47,784
shares
|
$6.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
47,723
shares
|
$6.85 Million
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
47,265
shares
|
$6.78 Million
0.76% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
46,401
shares
|
$6.66 Million
0.36% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,800
shares
|
$6.57 Million
0.81% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
44,382
shares
|
$6.37 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
43,491
shares
|
$6.24 Million
0.06% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
43,275
shares
|
$6.21 Million
1.53% of portfolio
|
Q1 2023
Reduced 6.69%
|