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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
9,786
shares
|
$1.35 Million
0.37% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
9,779
shares
|
$1.35 Million
0.61% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
9,769
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,718
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2023
Reduced 32.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
9,626
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 55.9%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
9,622
shares
|
$1.32 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
9,593
shares
|
$1.32 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
9,546
shares
|
$1.31 Million
1.47% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9,517
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
9,378
shares
|
$1.29 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
9,343
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
9,283
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
9,250
shares
|
$1.27 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,198
shares
|
$1.27 Million
0.21% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
9,186
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
9,178
shares
|
$1.26 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
9,055
shares
|
$1.25 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
9,033
shares
|
$1.24 Million
0.33% of portfolio
|
Q3 2023
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
9,031
shares
|
$1.24 Million
0.63% of portfolio
|
Q4 2023
Reduced 8.12%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
8,987
shares
|
$1.24 Million
0.36% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,979
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
8,915
shares
|
$1.23 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
8,861
shares
|
$1.22 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
8,728
shares
|
$1.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,712
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.05%
|