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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,077
shares
|
$974,432
0.19% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
7,075
shares
|
$974,156
0.26% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
7,066
shares
|
$972,917
0.11% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
7,046
shares
|
$970,163
0.69% of portfolio
|
Q2 2025
Added 101.83%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
7,037
shares
|
$968,924
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$963,830
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
7,000
shares
|
$963,830
0.0% of portfolio
|
Q4 2023
Reduced 39.0%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
6,992
shares
|
$962,728
0.64% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,973
shares
|
$960,112
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
6,873
shares
|
$946,343
0.5% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,855
shares
|
$943,864
0.01% of portfolio
|
Q4 2024
Added 92.07%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
6,809
shares
|
$937,531
0.48% of portfolio
|
Q4 2023
Reduced 5.74%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
6,809
shares
|
$937,531
0.03% of portfolio
|
Q2 2025
Added 42.99%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
6,808
shares
|
$937,393
0.1% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,799
shares
|
$936,154
0.0% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
6,783
shares
|
$933,951
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
6,731
shares
|
$926,791
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
6,731
shares
|
$926,791
0.04% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,714
shares
|
$924,450
0.32% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
6,697
shares
|
$922,109
0.33% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
6,678
shares
|
$919,493
0.25% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
6,650
shares
|
$915,638
0.02% of portfolio
|
Q3 2024
Reduced 82.53%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
6,629
shares
|
$912,747
0.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,612
shares
|
$910,406
0.08% of portfolio
|
Q2 2022
Reduced 8.32%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
6,562
shares
|
$903,521
0.16% of portfolio
|
Q1 2025
Reduced 35.37%
|