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 |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
4,393
shares
|
$604,872
0.01% of portfolio
|
Q2 2024
Added 10.32%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
4,383
shares
|
$603,495
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
4,374
shares
|
$602,256
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
4,351
shares
|
$599,089
0.28% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,308
shares
|
$593,168
0.06% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,293
shares
|
$591,103
0.27% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
4,250
shares
|
$585,182
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
4,249
shares
|
$585,044
0.12% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
4,234
shares
|
$582,979
1.19% of portfolio
|
Q1 2025
Added 18.47%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,208
shares
|
$579,399
0.04% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,193
shares
|
$577,334
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
4,167
shares
|
$573,754
0.11% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
4,162
shares
|
$573,065
0.22% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
4,147
shares
|
$571,000
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
4,128
shares
|
$568,384
0.0% of portfolio
|
Q1 2024
Reduced 19.04%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
4,113
shares
|
$566,318
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,111
shares
|
$566,043
0.41% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
4,100
shares
|
$564,529
0.02% of portfolio
|
Q1 2025
Added 44.11%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,072
shares
|
$560,673
0.16% of portfolio
|
Q1 2023
Reduced 0.37%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
4,060
shares
|
$559,021
0.04% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,050
shares
|
$557,644
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
4,048
shares
|
$557,369
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,043
shares
|
$556,680
0.03% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
4,043
shares
|
$556,680
0.08% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
4,037
shares
|
$555,854
0.05% of portfolio
|
Q1 2025
Added 4.53%
|