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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,781
shares
|
$401,103
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
2,766
shares
|
$398,940
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,755
shares
|
$397,353
0.02% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
2,726
shares
|
$393,170
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,721
shares
|
$392,449
0.19% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,710
shares
|
$390,863
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,701
shares
|
$389,565
0.06% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,700
shares
|
$389,421
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,689
shares
|
$387,834
0.01% of portfolio
|
Q2 2025
Added 74.61%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,686
shares
|
$387,401
0.12% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
2,676
shares
|
$385,959
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
2,660
shares
|
$383,651
0.03% of portfolio
|
Q1 2025
Reduced 58.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,641
shares
|
$380,911
0.0% of portfolio
|
Q2 2025
Added 55.63%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
2,640
shares
|
$380,767
0.12% of portfolio
|
Q2 2022
Reduced 13.16%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
2,600
shares
|
$374,998
0.02% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,600
shares
|
$374,998
0.11% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
2,593
shares
|
$373,988
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
2,587
shares
|
$373,123
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,572
shares
|
$370,959
0.04% of portfolio
|
Q2 2025
Added 29.64%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
2,552
shares
|
$368,074
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
2,550
shares
|
$367,786
0.06% of portfolio
|
Q2 2022
Reduced 45.16%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,542
shares
|
$366,632
0.04% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
2,526
shares
|
$364,324
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
2,522
shares
|
$363,748
0.16% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,496
shares
|
$359,998
0.04% of portfolio
|
Q2 2025
Reduced 0.87%
|