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 |
|---|---|---|---|---|---|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
8,603
shares
|
$1.18 Million
0.75% of portfolio
|
Q3 2025
Reduced 36.39%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,590
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
8,504
shares
|
$1.16 Million
1.0% of portfolio
|
Q4 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,499
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
8,477
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,466
shares
|
$1.16 Million
0.24% of portfolio
|
Q1 2023
Reduced 2.15%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
8,425
shares
|
$1.15 Million
0.19% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
8,419
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
8,392
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
8,336
shares
|
$1.14 Million
0.7% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
8,170
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
8,094
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,091
shares
|
$1.11 Million
0.49% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,048
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.99%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,043
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
8,006
shares
|
$1.1 Million
0.61% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
8,000
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2024
Added 706.45%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
7,995
shares
|
$1.09 Million
0.55% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
7,994
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 35.29%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
7,972
shares
|
$1.09 Million
0.27% of portfolio
|
Q4 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
7,965
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
7,897
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,869
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 65.49%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
7,848
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
7,826
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.48%
|
|