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 1,326 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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
22,748
shares
|
$3.11 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
22,705
shares
|
$3.11 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
22,551
shares
|
$3.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,501
shares
|
$3.08 Million
0.08% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
22,447
shares
|
$3.07 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
22,447
shares
|
$3.07 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
22,412
shares
|
$3.07 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
22,242
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,216
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
22,127
shares
|
$3.03 Million
0.46% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
21,912
shares
|
$3 Million
0.03% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,777
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
21,666
shares
|
$2.96 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,645
shares
|
$2.96 Million
0.05% of portfolio
|
Q3 2022
Added 28.2%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
21,642
shares
|
$2.96 Million
1.79% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
21,576
shares
|
$2.95 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
21,406
shares
|
$2.93 Million
1.9% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
21,216
shares
|
$2.9 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
21,117
shares
|
$2.89 Million
0.38% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
21,113
shares
|
$2.89 Million
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
21,090
shares
|
$2.89 Million
1.03% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
20,474
shares
|
$2.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
20,458
shares
|
$2.8 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
20,282
shares
|
$2.78 Million
1.09% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
20,064
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2025
Added 71.15%
|
|