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 1,237 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
31,757
shares
|
$4.37 Million
1.76% of portfolio
|
Q2 2025
Reduced 25.21%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
31,634
shares
|
$4.36 Million
0.01% of portfolio
|
Q1 2025
Added 31.73%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
31,083
shares
|
$4.28 Million
1.64% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
30,767
shares
|
$4.24 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
30,475
shares
|
$4.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
30,185
shares
|
$4.16 Million
2.74% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
30,155
shares
|
$4.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
30,148
shares
|
$4.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
30,062
shares
|
$4.14 Million
0.08% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
30,015
shares
|
$4.13 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,966
shares
|
$4.13 Million
0.5% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
29,906
shares
|
$4.12 Million
2.74% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,341
shares
|
$4.04 Million
0.08% of portfolio
|
Q4 2023
Added 108.05%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
29,171
shares
|
$4.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
28,603
shares
|
$3.94 Million
1.37% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
28,514
shares
|
$3.93 Million
2.49% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
28,514
shares
|
$3.93 Million
0.03% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
28,421
shares
|
$3.91 Million
0.23% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
28,196
shares
|
$3.88 Million
1.17% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
27,868
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
27,858
shares
|
$3.84 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
27,012
shares
|
$3.72 Million
1.75% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
27,012
shares
|
$3.72 Million
1.11% of portfolio
|
Q1 2025
Added 152.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
26,866
shares
|
$3.7 Million
0.15% of portfolio
|
Q2 2025
Added 120.63%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
26,836
shares
|
$3.7 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.62%
|