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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
229
shares
|
$31,336
0.0% of portfolio
|
Q1 2025
Added 69.63%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
224
shares
|
$30,652
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
217
shares
|
$29,694
0.02% of portfolio
|
Q3 2025
Added 47.62%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
212
shares
|
$29,010
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
208
shares
|
$28,462
0.01% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
208
shares
|
$28,462
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
204
shares
|
$27,915
0.09% of portfolio
|
Q3 2025
Reduced 89.48%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
202
shares
|
$27,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
200
shares
|
$27,368
0.0% of portfolio
|
Q3 2024
Reduced 73.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$27,368
0.01% of portfolio
|
Q3 2025
Reduced 54.55%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
200
shares
|
$27,368
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
200
shares
|
$27,368
0.0% of portfolio
|
Q3 2025
Reduced 46.24%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
200
shares
|
$27,368
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
198
shares
|
$27,094
0.0% of portfolio
|
Q3 2025
Added 125.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
180
shares
|
$24,631
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
168
shares
|
$22,989
0.01% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
167
shares
|
$22,852
0.0% of portfolio
|
Q4 2021
Reduced 29.83%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
167
shares
|
$22,852
0.01% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
166
shares
|
$22,715
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
162
shares
|
$22,168
0.01% of portfolio
|
Q1 2025
Reduced 38.17%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
162
shares
|
$22,168
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
158
shares
|
$21,620
0.01% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
156
shares
|
$21,347
0.01% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
156
shares
|
$21,347
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
155
shares
|
$21,210
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|