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 |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
98,403
shares
|
$14.2 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
93,028
shares
|
$13.4 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
92,991
shares
|
$13.4 Million
0.38% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
91,440
shares
|
$13.2 Million
0.18% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
90,850
shares
|
$13.1 Million
0.07% of portfolio
|
Q2 2025
Added 43.2%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
90,526
shares
|
$13.1 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
90,083
shares
|
$13 Million
0.28% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
89,685
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
89,683
shares
|
$12.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
86,439
shares
|
$12.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
85,930
shares
|
$12.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
85,832
shares
|
$12.4 Million
6.22% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
84,868
shares
|
$12.2 Million
4.42% of portfolio
|
Q2 2023
Reduced 5.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
84,466
shares
|
$12.2 Million
0.07% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
83,895
shares
|
$12.1 Million
1.11% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
83,356
shares
|
$12 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
82,599
shares
|
$11.9 Million
0.99% of portfolio
|
Q2 2025
Reduced 37.35%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
82,353
shares
|
$11.9 Million
1.1% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
81,757
shares
|
$11.8 Million
1.0% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
81,243
shares
|
$11.7 Million
0.89% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,636
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2023
Reduced 21.94%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
79,214
shares
|
$11.4 Million
0.43% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
78,539
shares
|
$11.3 Million
3.75% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
78,063
shares
|
$11.3 Million
4.22% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
77,056
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Added 74.4%
|