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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,691
shares
|
$231,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,688
shares
|
$230,985
0.01% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
1,685
shares
|
$230,575
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
1,685
shares
|
$230,575
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
1,683
shares
|
$230,301
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,683
shares
|
$230,301
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,678
shares
|
$229,617
0.03% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,675
shares
|
$229,207
0.01% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
1,670
shares
|
$228,522
0.01% of portfolio
|
Q1 2023
Reduced 6.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,668
shares
|
$228,249
0.04% of portfolio
|
Q2 2021
Reduced 16.22%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,665
shares
|
$227,838
0.06% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,662
shares
|
$227,428
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
1,660
shares
|
$227,154
0.13% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Jan 21, 2026 Q4 2025 |
1,660
shares
|
$227,154
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
1,658
shares
|
$226,880
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
1,653
shares
|
$226,196
0.14% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,642
shares
|
$224,691
0.01% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
1,639
shares
|
$224,280
0.17% of portfolio
|
Q3 2025
Reduced 32.27%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
1,637
shares
|
$224,007
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
1,636
shares
|
$223,870
0.02% of portfolio
|
Q2 2025
Reduced 59.7%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
1,635
shares
|
$223,733
0.1% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
1,626
shares
|
$222,501
0.02% of portfolio
|
Q4 2025
Added 7.04%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
1,616
shares
|
$221,133
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,606
shares
|
$219,765
0.04% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
1,594
shares
|
$218,122
0.18% of portfolio
|
Q2 2025
New holding
|
|