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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
43,491
shares
|
$6.27 Million
0.06% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
43,275
shares
|
$6.24 Million
1.53% of portfolio
|
Q1 2023
Reduced 6.69%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
43,070
shares
|
$6.21 Million
2.72% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
43,056
shares
|
$6.21 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
43,037
shares
|
$6.21 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
42,896
shares
|
$6.19 Million
1.55% of portfolio
|
Q2 2025
Added 30.39%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
42,069
shares
|
$6.07 Million
0.0% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
41,319
shares
|
$5.96 Million
1.0% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
40,538
shares
|
$5.85 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
40,415
shares
|
$5.83 Million
2.16% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
40,291
shares
|
$5.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
40,131
shares
|
$5.79 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
39,940
shares
|
$5.76 Million
2.53% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
39,718
shares
|
$5.73 Million
0.24% of portfolio
|
Q2 2025
Added 91.29%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
39,635
shares
|
$5.72 Million
2.57% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
38,709
shares
|
$5.58 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
38,324
shares
|
$5.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
38,269
shares
|
$5.52 Million
1.71% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
38,137
shares
|
$5.5 Million
0.04% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
38,125
shares
|
$5.5 Million
1.02% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
38,123
shares
|
$5.5 Million
0.01% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
37,992
shares
|
$5.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.99%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
37,648
shares
|
$5.43 Million
2.03% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
37,345
shares
|
$5.39 Million
0.23% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
37,139
shares
|
$5.36 Million
1.76% of portfolio
|
Q4 2023
Reduced 41.35%
|