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 1,330 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
14,806
shares
|
$2.03 Million
0.12% of portfolio
|
Q4 2021
Reduced 1.2%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
14,715
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
14,694
shares
|
$2.01 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,686
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
14,674
shares
|
$2.01 Million
0.07% of portfolio
|
Q4 2025
Added 13.88%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
14,625
shares
|
$2 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
14,612
shares
|
$2 Million
1.48% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
14,585
shares
|
$2 Million
0.93% of portfolio
|
Q1 2025
Added 47.55%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
14,508
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
14,476
shares
|
$1.98 Million
0.22% of portfolio
|
Q4 2025
Reduced 7.0%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
14,459
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Added 21.78%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
14,372
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
14,205
shares
|
$1.94 Million
0.58% of portfolio
|
Q3 2025
Reduced 43.48%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
14,171
shares
|
$1.94 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
14,152
shares
|
$1.94 Million
0.48% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
14,110
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
13,971
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,772
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
13,757
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2025
Added 11.84%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
13,718
shares
|
$1.88 Million
1.93% of portfolio
|
Q3 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jan 20, 2026 Q4 2025 |
13,694
shares
|
$1.87 Million
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
13,656
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
13,654
shares
|
$1.87 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,498
shares
|
$1.85 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
13,483
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|