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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,215
shares
|
$439,940
0.1% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,209
shares
|
$439,119
0.03% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,203
shares
|
$438,298
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
3,195
shares
|
$437,203
0.28% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,180
shares
|
$435,151
0.07% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
3,176
shares
|
$434,603
0.11% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
3,154
shares
|
$431,593
0.04% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
3,151
shares
|
$431,182
0.08% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
3,150
shares
|
$431,046
0.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
3,148
shares
|
$430,772
0.01% of portfolio
|
Q4 2025
Added 12.67%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
3,141
shares
|
$429,814
0.11% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,134
shares
|
$428,856
0.09% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
3,118
shares
|
$426,667
0.15% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
3,108
shares
|
$425,298
0.05% of portfolio
|
Q3 2021
Reduced 2.26%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,098
shares
|
$423,930
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
3,086
shares
|
$422,288
0.1% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,083
shares
|
$421,877
0.13% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
3,080
shares
|
$421,467
0.05% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
3,078
shares
|
$421,193
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,078
shares
|
$421,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
3,077
shares
|
$421,056
0.01% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
3,061
shares
|
$418,867
0.05% of portfolio
|
Q4 2023
Added 10.48%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,054
shares
|
$417,909
0.33% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,037
shares
|
$415,583
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
3,028
shares
|
$414,351
0.03% of portfolio
|
Q3 2025
Added 3.66%
|
|