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 1,237 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
55,940
shares
|
$7.7 Million
2.52% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
55,777
shares
|
$7.68 Million
0.08% of portfolio
|
Q1 2025
Reduced 58.29%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
55,691
shares
|
$7.67 Million
0.25% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
54,087
shares
|
$7.45 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
54,033
shares
|
$7.44 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
52,960
shares
|
$7.29 Million
0.1% of portfolio
|
Q1 2025
Added 36.35%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
52,950
shares
|
$7.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
52,218
shares
|
$7.19 Million
3.1% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
52,206
shares
|
$7.19 Million
0.48% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
52,119
shares
|
$7.18 Million
0.17% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
52,015
shares
|
$7.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
51,908
shares
|
$7.15 Million
3.62% of portfolio
|
Q2 2025
New holding
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
51,661
shares
|
$7.11 Million
1.88% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
51,506
shares
|
$7.09 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
50,007
shares
|
$6.89 Million
0.02% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
49,982
shares
|
$6.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
49,354
shares
|
$6.8 Million
2.72% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
48,175
shares
|
$6.63 Million
3.09% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
47,809
shares
|
$6.58 Million
0.05% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
47,322
shares
|
$6.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
47,265
shares
|
$6.51 Million
0.76% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
46,401
shares
|
$6.39 Million
0.36% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,800
shares
|
$6.31 Million
0.81% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
44,644
shares
|
$6.15 Million
0.81% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
44,495
shares
|
$6.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.82%
|