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 |
|---|---|---|---|---|---|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,417
shares
|
$637,063
0.2% of portfolio
|
Q3 2021
Reduced 36.48%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
4,416
shares
|
$636,919
0.01% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
4,405
shares
|
$635,333
0.37% of portfolio
|
Q1 2023
Reduced 18.91%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
4,374
shares
|
$630,862
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
4,314
shares
|
$622,208
0.02% of portfolio
|
Q2 2025
Added 31.77%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,293
shares
|
$619,179
0.3% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,250
shares
|
$612,977
0.08% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
4,249
shares
|
$612,833
0.12% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,237
shares
|
$611,102
0.17% of portfolio
|
Q2 2025
Added 22.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,208
shares
|
$606,919
0.04% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,194
shares
|
$604,900
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
4,185
shares
|
$603,602
0.19% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
4,167
shares
|
$601,006
0.12% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
4,163
shares
|
$600,429
0.22% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
4,159
shares
|
$599,852
0.29% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
4,147
shares
|
$598,121
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
4,115
shares
|
$593,506
0.43% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
4,113
shares
|
$593,217
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
4,100
shares
|
$591,343
0.01% of portfolio
|
Q1 2025
Added 44.11%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
4,090
shares
|
$589,900
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,075
shares
|
$587,737
0.05% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,072
shares
|
$587,304
0.16% of portfolio
|
Q1 2023
Reduced 0.37%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
4,060
shares
|
$585,573
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
4,060
shares
|
$585,573
0.28% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,048
shares
|
$583,843
0.03% of portfolio
|
Q1 2025
Added 0.02%
|