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 |
|---|---|---|---|---|---|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
15,524
shares
|
$2.14 Million
1.49% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
15,478
shares
|
$2.13 Million
1.6% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
15,360
shares
|
$2.11 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
15,290
shares
|
$2.11 Million
0.79% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
15,178
shares
|
$2.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
15,058
shares
|
$2.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
15,000
shares
|
$2.07 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
14,934
shares
|
$2.06 Million
1.22% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
14,920
shares
|
$2.05 Million
1.04% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
14,806
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2021
Reduced 1.2%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
14,746
shares
|
$2.03 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
14,732
shares
|
$2.03 Million
0.1% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
14,694
shares
|
$2.02 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,597
shares
|
$2.01 Million
0.04% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
14,585
shares
|
$2.01 Million
1.62% of portfolio
|
Q1 2025
Added 47.55%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
14,579
shares
|
$2.01 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
14,308
shares
|
$1.97 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
14,063
shares
|
$1.94 Million
0.03% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
14,000
shares
|
$1.93 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
13,889
shares
|
$1.91 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
13,877
shares
|
$1.91 Million
0.14% of portfolio
|
Q1 2025
Reduced 26.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
13,793
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
13,654
shares
|
$1.88 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,530
shares
|
$1.86 Million
0.18% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,526
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.52%
|