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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
5,950
shares
|
$819,255
0.14% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
5,896
shares
|
$811,820
0.03% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,879
shares
|
$809,479
0.01% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,850
shares
|
$805,486
0.03% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
5,821
shares
|
$801,493
0.34% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
5,791
shares
|
$797,362
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,707
shares
|
$785,796
0.01% of portfolio
|
Q1 2025
Reduced 55.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
5,693
shares
|
$783,869
0.08% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,655
shares
|
$778,636
0.07% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,652
shares
|
$778,223
0.03% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
5,592
shares
|
$769,962
0.21% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,567
shares
|
$766,520
0.16% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,545
shares
|
$763,491
0.05% of portfolio
|
Q2 2023
Reduced 29.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,545
shares
|
$763,491
0.05% of portfolio
|
Q2 2023
Reduced 29.96%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
5,465
shares
|
$752,475
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
5,462
shares
|
$752,062
0.05% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
5,459
shares
|
$751,649
0.07% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,445
shares
|
$749,722
0.03% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
5,439
shares
|
$748,895
0.01% of portfolio
|
Q4 2022
Reduced 1.34%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,434
shares
|
$748,207
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
5,428
shares
|
$747,381
0.08% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
5,417
shares
|
$745,866
0.14% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,409
shares
|
$744,765
0.02% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
5,381
shares
|
$740,909
0.28% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
5,341
shares
|
$735,402
0.3% of portfolio
|
Q1 2025
Reduced 4.9%
|