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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
311
shares
|
$44,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
308
shares
|
$44,422
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
305
shares
|
$43,990
0.0% of portfolio
|
Q1 2025
Reduced 39.36%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
304
shares
|
$43,845
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
298
shares
|
$42,980
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
296
shares
|
$42,692
0.02% of portfolio
|
Q2 2024
Added 78.31%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
284
shares
|
$40,961
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
273
shares
|
$39,374
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
267
shares
|
$38,509
0.0% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
261
shares
|
$37,644
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
258
shares
|
$37,211
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
257
shares
|
$37,067
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
248
shares
|
$35,769
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
243
shares
|
$35,047
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
242
shares
|
$34,903
0.0% of portfolio
|
Q4 2022
Reduced 73.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
229
shares
|
$33,028
0.0% of portfolio
|
Q1 2025
Added 69.63%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
212
shares
|
$30,576
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
208
shares
|
$29,999
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
208
shares
|
$29,999
0.01% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
208
shares
|
$29,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
202
shares
|
$29,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$28,845
0.0% of portfolio
|
Q3 2024
Reduced 73.61%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
200
shares
|
$28,845
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
200
shares
|
$28,845
0.0% of portfolio
|
Q4 2023
Added 92.31%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
200
shares
|
$28,845
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|