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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
6,469
shares
|
$885,217
0.01% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
6,467
shares
|
$884,944
0.03% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
6,466
shares
|
$884,807
0.14% of portfolio
|
Q4 2022
Added 1.65%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,429
shares
|
$879,744
0.15% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,415
shares
|
$877,828
0.02% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
6,309
shares
|
$863,323
0.43% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,307
shares
|
$863,049
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
6,299
shares
|
$861,955
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
6,290
shares
|
$860,723
1.37% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
6,241
shares
|
$854,018
0.35% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
6,176
shares
|
$845,123
0.02% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
6,168
shares
|
$844,029
0.57% of portfolio
|
Q3 2025
Reduced 78.26%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
6,140
shares
|
$840,197
0.53% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
6,137
shares
|
$839,787
0.42% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
6,102
shares
|
$834,997
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
6,099
shares
|
$834,587
0.05% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
6,074
shares
|
$831,166
0.14% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
6,060
shares
|
$829,250
0.29% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
6,057
shares
|
$828,839
0.14% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
6,000
shares
|
$821,040
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,995
shares
|
$820,355
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
5,976
shares
|
$817,755
0.07% of portfolio
|
Q4 2025
Added 5.81%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
5,958
shares
|
$815,292
0.4% of portfolio
|
Q4 2025
Reduced 32.61%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
5,951
shares
|
$814,334
0.41% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
5,950
shares
|
$814,198
0.12% of portfolio
|
Q1 2024
Reduced 0.83%
|
|