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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,801
shares
|
$3.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
22,678
shares
|
$3.12 Million
0.11% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
22,519
shares
|
$3.1 Million
1.08% of portfolio
|
Q1 2025
Added 67.1%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
22,447
shares
|
$3.09 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
22,447
shares
|
$3.09 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
22,324
shares
|
$3.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
22,225
shares
|
$3.06 Million
1.61% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,216
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
22,067
shares
|
$3.04 Million
0.16% of portfolio
|
Q1 2025
Added 621.85%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
21,998
shares
|
$3.03 Million
1.17% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
21,954
shares
|
$3.02 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
21,939
shares
|
$3.02 Million
0.89% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
21,912
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,777
shares
|
$3 Million
0.03% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
21,759
shares
|
$3 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,645
shares
|
$2.98 Million
0.05% of portfolio
|
Q3 2022
Added 28.2%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
21,301
shares
|
$2.93 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
21,245
shares
|
$2.93 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
21,234
shares
|
$2.92 Million
1.83% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
21,216
shares
|
$2.92 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
20,763
shares
|
$2.86 Million
0.2% of portfolio
|
Q1 2025
Added 577.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,733
shares
|
$2.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
20,576
shares
|
$2.83 Million
1.09% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
20,423
shares
|
$2.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
20,284
shares
|
$2.79 Million
0.36% of portfolio
|
Q1 2025
New holding
|