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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,000
shares
|
$550,760
0.03% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
4,000
shares
|
$550,760
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,998
shares
|
$550,484
0.21% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,931
shares
|
$541,259
0.09% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
3,914
shares
|
$538,918
0.0% of portfolio
|
Q1 2025
Added 135.64%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
3,863
shares
|
$531,896
0.08% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,861
shares
|
$531,621
0.05% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
3,840
shares
|
$528,729
0.27% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,829
shares
|
$527,215
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
3,819
shares
|
$525,838
0.05% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
3,810
shares
|
$524,598
0.2% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,770
shares
|
$519,091
0.01% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
3,728
shares
|
$513,308
0.13% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,724
shares
|
$512,757
0.07% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
3,724
shares
|
$512,757
0.21% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,716
shares
|
$511,656
0.02% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,716
shares
|
$511,656
0.0% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,689
shares
|
$507,938
0.01% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
3,658
shares
|
$503,670
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
3,647
shares
|
$502,155
0.05% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,631
shares
|
$499,952
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
3,620
shares
|
$498,437
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
3,600
shares
|
$495,684
0.05% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
3,588
shares
|
$494,031
0.02% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
3,584
shares
|
$493,480
0.07% of portfolio
|
Q1 2025
Reduced 38.74%
|