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 |
|---|---|---|---|---|---|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
13,327
shares
|
$1.82 Million
1.61% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
13,316
shares
|
$1.82 Million
0.54% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
13,196
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Reduced 66.78%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
13,157
shares
|
$1.8 Million
0.58% of portfolio
|
Q3 2025
Added 315.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,143
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Added 106.55%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
13,140
shares
|
$1.8 Million
0.6% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
13,073
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
13,011
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
12,946
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
12,910
shares
|
$1.77 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,896
shares
|
$1.76 Million
1.0% of portfolio
|
Q3 2024
Added 111.1%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
12,885
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
12,882
shares
|
$1.76 Million
0.53% of portfolio
|
Q4 2023
Reduced 4.38%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
12,868
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
12,814
shares
|
$1.75 Million
0.13% of portfolio
|
Q3 2025
Added 80.33%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,782
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 250.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
12,634
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
12,628
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,562
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
12,546
shares
|
$1.72 Million
1.12% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
12,535
shares
|
$1.72 Million
0.89% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
12,500
shares
|
$1.71 Million
0.42% of portfolio
|
Q1 2021
Reduced 26.56%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,468
shares
|
$1.71 Million
0.34% of portfolio
|
Q1 2024
Added 15.68%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
12,462
shares
|
$1.71 Million
0.13% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
12,427
shares
|
$1.7 Million
0.74% of portfolio
|
Q3 2025
Added 29.15%
|
|