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 |
|---|---|---|---|---|---|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
3,584
shares
|
$493,480
0.07% of portfolio
|
Q1 2025
Reduced 38.74%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,564
shares
|
$490,727
0.03% of portfolio
|
Q1 2025
Reduced 44.41%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,550
shares
|
$488,799
0.23% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
3,535
shares
|
$486,734
0.09% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
3,526
shares
|
$485,494
0.01% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,523
shares
|
$485,081
0.04% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,523
shares
|
$485,081
0.04% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
3,509
shares
|
$483,154
0.23% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,504
shares
|
$482,465
1.58% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
3,500
shares
|
$481,915
0.04% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,499
shares
|
$481,777
0.01% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
3,493
shares
|
$480,951
0.02% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,458
shares
|
$476,132
0.14% of portfolio
|
Q1 2025
Added 62.04%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,450
shares
|
$475,030
0.01% of portfolio
|
Q1 2025
Added 26.61%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,407
shares
|
$469,109
0.03% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
3,403
shares
|
$468,559
0.08% of portfolio
|
Q3 2021
Added 0.03%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
3,402
shares
|
$468,421
0.06% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
3,326
shares
|
$457,956
0.11% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
3,311
shares
|
$455,891
0.27% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
3,304
shares
|
$454,927
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
3,301
shares
|
$454,514
0.42% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
3,300
shares
|
$454,377
0.51% of portfolio
|
Q1 2025
Reduced 42.89%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
3,282
shares
|
$451,898
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
3,274
shares
|
$450,797
0.01% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,274
shares
|
$450,797
0.06% of portfolio
|
Q1 2025
Added 70.7%
|