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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
702,977
shares
|
$101 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
679,533
shares
|
$98 Million
0.14% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
661,459
shares
|
$95.4 Million
14.22% of portfolio
|
Q1 2024
Reduced 12.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
633,203
shares
|
$91.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
632,436
shares
|
$91.2 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
632,430
shares
|
$91.2 Million
0.13% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
611,166
shares
|
$88.1 Million
0.36% of portfolio
|
Q2 2023
Reduced 86.02%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
542,492
shares
|
$78.2 Million
1.08% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
528,903
shares
|
$76.3 Million
5.29% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
American Family Investments, Inc.
Madison, WI |
Aug 15, 2025 Q2 2025 |
523,294
shares
|
$75.5 Million
3.96% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
509,448
shares
|
$73.5 Million
0.62% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
501,821
shares
|
$72.4 Million
4.03% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
421,189
shares
|
$60.7 Million
6.43% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
419,450
shares
|
$60.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
407,911
shares
|
$58.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
404,889
shares
|
$58.4 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
392,268
shares
|
$56.6 Million
2.08% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
389,945
shares
|
$56.2 Million
0.05% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
348,373
shares
|
$50.2 Million
5.18% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
337,729
shares
|
$48.7 Million
1.15% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
335,416
shares
|
$48.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
334,003
shares
|
$48.2 Million
8.47% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
329,913
shares
|
$47.6 Million
1.2% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
318,390
shares
|
$45.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
288,646
shares
|
$41.6 Million
1.02% of portfolio
|
Q2 2025
Added 15.51%
|