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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
13,498
shares
|
$1.86 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
13,478
shares
|
$1.86 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
13,429
shares
|
$1.85 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
13,400
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,286
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
13,252
shares
|
$1.82 Million
0.09% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
13,019
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
12,946
shares
|
$1.78 Million
0.15% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
12,910
shares
|
$1.78 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,896
shares
|
$1.78 Million
1.0% of portfolio
|
Q3 2024
Added 111.1%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
12,882
shares
|
$1.77 Million
0.53% of portfolio
|
Q4 2023
Reduced 4.38%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,828
shares
|
$1.77 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,704
shares
|
$1.75 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,699
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
12,672
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
12,521
shares
|
$1.72 Million
0.84% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
12,500
shares
|
$1.72 Million
0.42% of portfolio
|
Q1 2021
Reduced 26.56%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,468
shares
|
$1.72 Million
0.34% of portfolio
|
Q1 2024
Added 15.68%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
12,447
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,371
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
12,342
shares
|
$1.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
12,337
shares
|
$1.7 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
12,313
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
12,247
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
Added 279.75%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
12,213
shares
|
$1.68 Million
0.18% of portfolio
|
Q1 2025
Added 7.81%
|