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 |
|---|---|---|---|---|---|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
8,915
shares
|
$1.29 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
8,861
shares
|
$1.28 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,687
shares
|
$1.25 Million
1.15% of portfolio
|
Q4 2022
Reduced 62.76%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
8,677
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 81.0%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
8,592
shares
|
$1.24 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
8,562
shares
|
$1.23 Million
0.12% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,556
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,466
shares
|
$1.22 Million
0.24% of portfolio
|
Q1 2023
Reduced 2.15%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
8,425
shares
|
$1.22 Million
0.19% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,254
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
8,229
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,154
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,126
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 95.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,091
shares
|
$1.17 Million
0.49% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
8,000
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
Added 706.45%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
7,995
shares
|
$1.15 Million
0.58% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
7,995
shares
|
$1.15 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,869
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 65.49%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
7,864
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
7,857
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
7,847
shares
|
$1.13 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
7,825
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,822
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
7,773
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
7,741
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2025
Added 24.03%
|