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 |
|---|---|---|---|---|---|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,687
shares
|
$1.2 Million
1.15% of portfolio
|
Q4 2022
Reduced 62.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,556
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
8,493
shares
|
$1.17 Million
0.27% of portfolio
|
Q1 2025
Reduced 56.77%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,466
shares
|
$1.17 Million
0.24% of portfolio
|
Q1 2023
Reduced 2.15%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
8,408
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2025
Added 32.18%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
8,371
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2025
Added 23.5%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
8,350
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2025
Added 65.35%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,254
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
8,231
shares
|
$1.13 Million
0.72% of portfolio
|
Q1 2025
Reduced 34.14%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,183
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,180
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
8,109
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Added 47.79%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,091
shares
|
$1.11 Million
0.49% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
8,086
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,000
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2024
Added 706.45%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
7,993
shares
|
$1.1 Million
0.51% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
7,992
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 57.45%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
7,943
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,852
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
7,839
shares
|
$1.08 Million
0.26% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
7,825
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
7,823
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
7,780
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
7,760
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
7,741
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Added 24.03%
|