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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,383
shares
|
$776,390
0.14% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
5,310
shares
|
$765,861
0.36% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
5,292
shares
|
$763,265
0.33% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,283
shares
|
$761,967
0.02% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
5,278
shares
|
$761,245
0.31% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
5,271
shares
|
$760,236
0.04% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,258
shares
|
$758,361
0.05% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
5,200
shares
|
$749,996
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$749,996
0.29% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
5,187
shares
|
$748,121
0.06% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,174
shares
|
$746,246
0.34% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
5,169
shares
|
$745,524
0.66% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
5,152
shares
|
$743,072
0.35% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,143
shares
|
$741,774
0.17% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
5,137
shares
|
$740,909
0.01% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
5,125
shares
|
$739,178
0.0% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,103
shares
|
$736,005
0.1% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
5,091
shares
|
$734,274
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
5,088
shares
|
$733,842
0.27% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,086
shares
|
$733,553
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
5,012
shares
|
$722,880
0.23% of portfolio
|
Q3 2024
Added 60.54%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
4,996
shares
|
$720,573
0.15% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,986
shares
|
$719,130
0.33% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,985
shares
|
$718,986
0.09% of portfolio
|
Q3 2023
Added 6.22%
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
4,985
shares
|
$718,986
0.83% of portfolio
|
Q2 2025
New holding
|