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 1,240 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 $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
20,279
shares
|
$2.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
20,026
shares
|
$2.76 Million
0.34% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
19,696
shares
|
$2.71 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
19,596
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
19,500
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Added 34.85%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
19,376
shares
|
$2.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
19,162
shares
|
$2.64 Million
0.84% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
18,954
shares
|
$2.61 Million
0.09% of portfolio
|
Q1 2025
Reduced 30.18%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
18,819
shares
|
$2.59 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,728
shares
|
$2.58 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
18,670
shares
|
$2.57 Million
0.6% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
18,644
shares
|
$2.57 Million
0.08% of portfolio
|
Q1 2025
Added 22.94%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
18,618
shares
|
$2.56 Million
0.04% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
18,591
shares
|
$2.56 Million
0.26% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,565
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
18,512
shares
|
$2.55 Million
0.49% of portfolio
|
Q2 2025
Added 89.25%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
18,467
shares
|
$2.54 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.58%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
18,005
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 29.15%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
17,905
shares
|
$2.47 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
17,881
shares
|
$2.46 Million
1.65% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
17,704
shares
|
$2.44 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,584
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2020
Reduced 8.03%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,569
shares
|
$2.42 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,538
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2022
Reduced 9.07%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
17,370
shares
|
$2.39 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.37%
|