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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,234
shares
|
$307,599
0.01% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2,227
shares
|
$306,635
0.09% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
2,226
shares
|
$306,497
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
2,207
shares
|
$303,881
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
2,200
shares
|
$302,918
0.07% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
2,200
shares
|
$302,918
0.1% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
2,200
shares
|
$302,918
0.15% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
2,191
shares
|
$301,678
0.05% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
2,187
shares
|
$301,128
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$300,577
0.06% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,183
shares
|
$300,577
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,171
shares
|
$298,924
0.01% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,170
shares
|
$298,787
0.03% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
2,156
shares
|
$296,859
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,151
shares
|
$296,171
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,138
shares
|
$294,381
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,130
shares
|
$293,279
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,125
shares
|
$292,591
0.02% of portfolio
|
Q4 2022
Reduced 9.61%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,124
shares
|
$292,453
0.02% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,124
shares
|
$292,453
0.02% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
2,120
shares
|
$291,902
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,118
shares
|
$291,627
0.02% of portfolio
|
Q1 2025
Added 292.22%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,117
shares
|
$291,489
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
2,115
shares
|
$291,214
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
2,107
shares
|
$290,112
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|