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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
4,959
shares
|
$715,236
0.02% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,951
shares
|
$714,082
0.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,900
shares
|
$706,727
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,889
shares
|
$705,140
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,887
shares
|
$704,852
0.03% of portfolio
|
Q2 2025
Added 184.62%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
4,873
shares
|
$702,832
0.03% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
4,831
shares
|
$696,775
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
4,800
shares
|
$692,304
0.14% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,763
shares
|
$686,967
0.1% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,760
shares
|
$686,534
0.01% of portfolio
|
Q2 2024
Reduced 12.4%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
4,738
shares
|
$683,361
0.09% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
4,670
shares
|
$673,554
0.04% of portfolio
|
Q1 2022
Reduced 2.26%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
4,656
shares
|
$671,534
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
4,640
shares
|
$669,227
0.54% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,608
shares
|
$664,611
0.12% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
4,603
shares
|
$663,890
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
4,593
shares
|
$662,448
0.0% of portfolio
|
Q2 2025
Added 140.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
4,589
shares
|
$661,871
0.02% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
4,549
shares
|
$656,102
0.02% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
4,541
shares
|
$654,948
0.24% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
4,539
shares
|
$654,659
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
4,535
shares
|
$654,083
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,485
shares
|
$646,871
0.0% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
4,470
shares
|
$644,708
0.19% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
4,449
shares
|
$641,679
0.16% of portfolio
|
Q2 2025
Reduced 53.43%
|