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 1,305 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
36,893
shares
|
$5.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
36,826
shares
|
$5.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
36,742
shares
|
$5.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
36,265
shares
|
$5.23 Million
1.17% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
36,096
shares
|
$5.21 Million
0.14% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
35,856
shares
|
$5.17 Million
0.14% of portfolio
|
Q1 2023
Reduced 9.76%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
35,788
shares
|
$5.16 Million
0.23% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
35,206
shares
|
$5.08 Million
2.36% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
35,071
shares
|
$5.06 Million
0.45% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
35,029
shares
|
$5.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
34,878
shares
|
$5.03 Million
0.15% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
34,362
shares
|
$4.96 Million
0.36% of portfolio
|
Q2 2025
Added 86.17%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
33,752
shares
|
$4.87 Million
1.81% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
33,708
shares
|
$4.86 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
33,660
shares
|
$4.85 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
33,085
shares
|
$4.77 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
32,933
shares
|
$4.75 Million
0.23% of portfolio
|
Q2 2025
Reduced 47.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
32,874
shares
|
$4.74 Million
0.51% of portfolio
|
Q2 2025
Added 2234.8%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
32,582
shares
|
$4.7 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
32,541
shares
|
$4.69 Million
1.24% of portfolio
|
Q4 2023
Reduced 4.97%
|
|
|
Trade Link Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
32,400
shares
|
$4.67 Million
15.91% of portfolio
|
Q2 2025
New holding
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
32,272
shares
|
$4.65 Million
4.3% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
32,231
shares
|
$4.65 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
32,086
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
31,757
shares
|
$4.58 Million
1.76% of portfolio
|
Q2 2025
Reduced 25.21%
|