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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
11,329
shares
|
$1.63 Million
0.33% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
11,140
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
11,106
shares
|
$1.6 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
11,095
shares
|
$1.6 Million
1.35% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11,036
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
10,985
shares
|
$1.58 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
10,857
shares
|
$1.57 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
10,657
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10,635
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,613
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,387
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
10,329
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
10,315
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
10,282
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
10,270
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,251
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,225
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
10,143
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Added 30.71%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
10,115
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2023
Added 1.7%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
10,048
shares
|
$1.45 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
10,047
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,035
shares
|
$1.45 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
10,014
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,985
shares
|
$1.44 Million
0.28% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
9,944
shares
|
$1.43 Million
1.33% of portfolio
|
Q2 2025
Added 32.55%
|