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 1,318 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 |
|---|---|---|---|---|---|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
31,898
shares
|
$4.36 Million
4.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 04, 2025 Q3 2025 |
31,460
shares
|
$4.3 Million
3.21% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
30,767
shares
|
$4.21 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
30,663
shares
|
$4.2 Million
1.73% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
30,646
shares
|
$4.19 Million
0.08% of portfolio
|
Q3 2025
Added 96.75%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
30,350
shares
|
$4.15 Million
2.59% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
30,127
shares
|
$4.12 Million
1.7% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
30,010
shares
|
$4.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
29,970
shares
|
$4.1 Million
1.47% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,966
shares
|
$4.1 Million
0.5% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
29,693
shares
|
$4.06 Million
0.16% of portfolio
|
Q3 2025
Added 676.49%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
29,541
shares
|
$4.04 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,341
shares
|
$4.02 Million
0.08% of portfolio
|
Q4 2023
Added 108.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
29,275
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,244
shares
|
$4 Million
0.01% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
28,796
shares
|
$3.94 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
28,757
shares
|
$3.94 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
28,603
shares
|
$3.91 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
28,545
shares
|
$3.91 Million
0.39% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
28,515
shares
|
$3.9 Million
0.06% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
28,196
shares
|
$3.86 Million
1.27% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
28,046
shares
|
$3.84 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
27,823
shares
|
$3.81 Million
2.06% of portfolio
|
Q3 2025
Added 80.19%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
27,675
shares
|
$3.79 Million
1.86% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
27,493
shares
|
$3.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.31%
|
|