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 |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
7,716
shares
|
$1.11 Million
0.59% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
7,696
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
7,640
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,639
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,631
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,577
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
7,527
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,492
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2024
Added 25.43%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
7,487
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,471
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
7,468
shares
|
$1.08 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
7,400
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
7,206
shares
|
$1.04 Million
1.13% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
7,197
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
7,186
shares
|
$1.04 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
7,169
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
7,156
shares
|
$1.03 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
7,141
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,106
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 26.18%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,105
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2021
Reduced 1.39%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
7,081
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,077
shares
|
$1.02 Million
0.19% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
7,071
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
7,066
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
7,046
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.4%
|