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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,265
shares
|
$309,942
0.12% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Monarch Capital Management Inc
|
Jan 23, 2026 Q4 2025 |
2,256
shares
|
$308,711
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
2,250
shares
|
$307,890
0.07% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
2,246
shares
|
$307,342
0.04% of portfolio
|
Q1 2024
Added 87.17%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
2,240
shares
|
$306,521
0.06% of portfolio
|
Q4 2025
Reduced 11.08%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
2,238
shares
|
$306,247
0.04% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
2,230
shares
|
$305,153
0.16% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,227
shares
|
$304,742
0.09% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
2,225
shares
|
$304,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
2,207
shares
|
$302,005
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
2,207
shares
|
$302,005
0.2% of portfolio
|
Q4 2025
Added 38.98%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
2,203
shares
|
$301,458
0.05% of portfolio
|
Q3 2025
Reduced 42.63%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
2,200
shares
|
$301,048
0.1% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
2,200
shares
|
$301,048
0.1% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
2,200
shares
|
$301,048
0.19% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jan 16, 2026 Q4 2025 |
2,187
shares
|
$299,269
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$298,721
0.06% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,183
shares
|
$298,721
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jan 21, 2026 Q4 2025 |
2,156
shares
|
$295,027
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,151
shares
|
$294,342
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,140
shares
|
$292,837
0.03% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,139
shares
|
$292,700
0.02% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,138
shares
|
$292,563
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,125
shares
|
$290,785
0.02% of portfolio
|
Q4 2022
Reduced 9.61%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,124
shares
|
$290,648
0.03% of portfolio
|
Q4 2024
Reduced 3.32%
|
|