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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
2,594
shares
|
$354,962
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
2,593
shares
|
$354,826
0.01% of portfolio
|
Q4 2025
Reduced 16.35%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
2,566
shares
|
$351,131
0.02% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,564
shares
|
$350,857
0.04% of portfolio
|
Q4 2025
Reduced 5.07%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,552
shares
|
$349,215
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
2,550
shares
|
$348,942
0.06% of portfolio
|
Q2 2022
Reduced 45.16%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
2,540
shares
|
$347,573
0.01% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
2,520
shares
|
$344,836
0.13% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,519
shares
|
$344,699
0.01% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Ccg Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
2,512
shares
|
$343,742
0.15% of portfolio
|
Q3 2025
Added 35.13%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
2,510
shares
|
$343,468
0.05% of portfolio
|
Q4 2025
Added 5.68%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
2,502
shares
|
$342,373
0.21% of portfolio
|
Q4 2025
Reduced 10.9%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
2,497
shares
|
$341,689
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,487
shares
|
$340,321
0.02% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,479
shares
|
$339,226
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
2,468
shares
|
$337,721
0.01% of portfolio
|
Q3 2025
Reduced 35.36%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
2,464
shares
|
$337,173
0.03% of portfolio
|
Q4 2025
Added 37.42%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
2,448
shares
|
$334,984
0.05% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
2,444
shares
|
$334,436
0.04% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
2,439
shares
|
$333,752
0.05% of portfolio
|
Q4 2025
Reduced 16.47%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
2,432
shares
|
$332,794
0.33% of portfolio
|
Q3 2025
Reduced 46.42%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
2,419
shares
|
$331,015
0.03% of portfolio
|
Q3 2025
Added 60.2%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,413
shares
|
$330,194
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
2,400
shares
|
$328,416
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
2,398
shares
|
$328,142
0.15% of portfolio
|
Q4 2025
New holding
|
|