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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
6,560
shares
|
$903,246
0.37% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6,470
shares
|
$890,854
0.04% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
6,466
shares
|
$890,303
0.14% of portfolio
|
Q4 2022
Added 1.65%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,452
shares
|
$888,375
0.14% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,444
shares
|
$887,274
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
6,438
shares
|
$886,448
0.01% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
6,384
shares
|
$879,012
0.14% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,323
shares
|
$870,613
0.01% of portfolio
|
Q1 2025
Reduced 54.83%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,307
shares
|
$868,410
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
6,300
shares
|
$867,447
0.0% of portfolio
|
Q1 2025
Added 142.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,293
shares
|
$866,483
0.02% of portfolio
|
Q1 2025
Added 70.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
6,267
shares
|
$862,903
0.12% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
6,226
shares
|
$857,257
0.06% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
6,215
shares
|
$855,743
0.03% of portfolio
|
Q2 2025
Added 57.26%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
6,196
shares
|
$853,127
0.05% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
6,147
shares
|
$846,380
0.05% of portfolio
|
Q4 2023
Added 9.24%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
6,145
shares
|
$846,105
0.28% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
6,140
shares
|
$845,416
0.51% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
6,138
shares
|
$845,141
0.45% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
6,110
shares
|
$841,285
0.31% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,099
shares
|
$839,771
0.13% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$826,140
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,995
shares
|
$825,451
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,989
shares
|
$824,625
0.02% of portfolio
|
Q2 2025
Added 36.42%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
5,952
shares
|
$819,530
0.24% of portfolio
|
Q2 2025
Reduced 2.33%
|