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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
9,936
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
9,874
shares
|
$1.42 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
9,808
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
9,804
shares
|
$1.41 Million
0.41% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
9,769
shares
|
$1.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,718
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2023
Reduced 32.63%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
9,714
shares
|
$1.4 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
9,700
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
9,622
shares
|
$1.39 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
9,517
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
9,437
shares
|
$1.36 Million
0.73% of portfolio
|
Q2 2025
Reduced 57.54%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
9,378
shares
|
$1.35 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,311
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 26.85%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
9,276
shares
|
$1.34 Million
0.25% of portfolio
|
Q2 2025
Reduced 24.05%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
9,255
shares
|
$1.33 Million
0.5% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
9,250
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,246
shares
|
$1.33 Million
0.44% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
9,230
shares
|
$1.33 Million
0.48% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
9,104
shares
|
$1.31 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
9,033
shares
|
$1.3 Million
0.35% of portfolio
|
Q3 2023
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
9,031
shares
|
$1.3 Million
0.67% of portfolio
|
Q4 2023
Reduced 8.12%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
9,011
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 87.42%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
8,987
shares
|
$1.3 Million
0.36% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,979
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
8,934
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.64%
|