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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
12,420
shares
|
$1.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
12,385
shares
|
$1.69 Million
1.74% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,367
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
12,142
shares
|
$1.66 Million
0.96% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
12,126
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
12,124
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
12,011
shares
|
$1.64 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
11,998
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
11,938
shares
|
$1.63 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,837
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 84.64%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
11,786
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
11,700
shares
|
$1.6 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
11,655
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
11,641
shares
|
$1.59 Million
0.62% of portfolio
|
Q3 2025
Reduced 50.12%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,608
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
11,602
shares
|
$1.59 Million
1.19% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,579
shares
|
$1.58 Million
0.13% of portfolio
|
Q2 2022
Reduced 1.75%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
11,532
shares
|
$1.58 Million
0.42% of portfolio
|
Q4 2025
Reduced 1.75%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
11,495
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
11,329
shares
|
$1.55 Million
0.31% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
11,291
shares
|
$1.55 Million
0.55% of portfolio
|
Q4 2025
Reduced 9.14%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
11,140
shares
|
$1.52 Million
1.42% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
11,080
shares
|
$1.52 Million
0.31% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
11,049
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
10,984
shares
|
$1.5 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.01%
|
|