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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,850
shares
|
$843,745
0.04% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,832
shares
|
$841,149
0.15% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
5,820
shares
|
$839,418
0.04% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
5,819
shares
|
$839,274
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
5,770
shares
|
$832,207
0.02% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,752
shares
|
$829,610
0.11% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
5,693
shares
|
$821,101
0.11% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,665
shares
|
$817,062
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,655
shares
|
$815,620
0.07% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
5,652
shares
|
$815,187
0.04% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
5,576
shares
|
$804,226
0.1% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,567
shares
|
$802,928
0.16% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,545
shares
|
$799,755
0.05% of portfolio
|
Q2 2023
Reduced 29.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,545
shares
|
$799,755
0.05% of portfolio
|
Q2 2023
Reduced 29.96%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
5,545
shares
|
$799,755
0.22% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
5,465
shares
|
$788,216
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,463
shares
|
$787,928
0.01% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
5,462
shares
|
$787,784
0.05% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
5,459
shares
|
$787,351
0.07% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
5,439
shares
|
$784,466
0.01% of portfolio
|
Q4 2022
Reduced 1.34%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
5,428
shares
|
$782,880
0.09% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
5,417
shares
|
$781,293
0.14% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
5,409
shares
|
$780,140
0.05% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,409
shares
|
$780,140
0.02% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
5,401
shares
|
$778,986
0.37% of portfolio
|
Q2 2025
Reduced 7.22%
|