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 |
|---|---|---|---|---|---|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
2,187
shares
|
$315,431
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$314,854
0.06% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,183
shares
|
$314,854
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
2,170
shares
|
$312,979
0.03% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
2,156
shares
|
$310,959
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,151
shares
|
$310,238
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,150
shares
|
$310,094
0.02% of portfolio
|
Q2 2025
Reduced 85.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,147
shares
|
$309,661
0.0% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
2,144
shares
|
$309,229
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,139
shares
|
$308,507
0.02% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,138
shares
|
$308,363
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,125
shares
|
$306,488
0.02% of portfolio
|
Q4 2022
Reduced 9.61%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,124
shares
|
$306,344
0.03% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
2,120
shares
|
$305,767
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,118
shares
|
$305,479
0.02% of portfolio
|
Q1 2025
Added 292.22%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,117
shares
|
$305,334
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
2,115
shares
|
$305,046
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,102
shares
|
$303,171
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,088
shares
|
$301,152
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,088
shares
|
$301,152
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,074
shares
|
$299,133
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
2,070
shares
|
$298,556
0.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,069
shares
|
$298,411
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,066
shares
|
$297,979
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
2,064
shares
|
$297,690
0.02% of portfolio
|
Q1 2025
Reduced 8.83%
|