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 |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
26,357
shares
|
$3.8 Million
0.05% of portfolio
|
Q2 2025
Added 87.42%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
26,171
shares
|
$3.77 Million
0.65% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
26,123
shares
|
$3.77 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
26,044
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
25,645
shares
|
$3.7 Million
1.7% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
25,608
shares
|
$3.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
25,552
shares
|
$3.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
25,440
shares
|
$3.67 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
25,208
shares
|
$3.64 Million
0.03% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
25,200
shares
|
$3.63 Million
0.11% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
25,169
shares
|
$3.63 Million
2.76% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
25,134
shares
|
$3.63 Million
1.13% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
24,691
shares
|
$3.56 Million
0.08% of portfolio
|
Q2 2025
Added 31.84%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
24,666
shares
|
$3.56 Million
0.11% of portfolio
|
Q2 2025
Added 100.32%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
24,569
shares
|
$3.54 Million
0.76% of portfolio
|
Q2 2022
Reduced 14.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,867
shares
|
$3.44 Million
0.1% of portfolio
|
Q2 2025
Added 87.94%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
23,819
shares
|
$3.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
23,706
shares
|
$3.42 Million
0.23% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
23,614
shares
|
$3.41 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
23,606
shares
|
$3.4 Million
1.13% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
23,563
shares
|
$3.4 Million
0.12% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
23,410
shares
|
$3.38 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
23,383
shares
|
$3.37 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
23,339
shares
|
$3.37 Million
1.24% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
23,314
shares
|
$3.36 Million
0.93% of portfolio
|
Q2 2025
Reduced 6.86%
|