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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,373
shares
|
$735,241
0.05% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,323
shares
|
$728,399
0.01% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
5,321
shares
|
$728,125
0.35% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
5,310
shares
|
$726,620
0.03% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
5,310
shares
|
$726,620
0.33% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
5,306
shares
|
$726,073
0.18% of portfolio
|
Q4 2025
Reduced 6.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,298
shares
|
$724,978
0.0% of portfolio
|
Q3 2025
Added 18.13%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
5,286
shares
|
$723,336
0.3% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,286
shares
|
$723,336
0.02% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,278
shares
|
$722,241
0.01% of portfolio
|
Q3 2025
Reduced 22.62%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
5,227
shares
|
$715,262
0.2% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
5,217
shares
|
$713,894
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,216
shares
|
$713,757
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
5,200
shares
|
$711,568
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
5,200
shares
|
$711,568
0.28% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,199
shares
|
$711,431
0.03% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
5,193
shares
|
$710,610
0.01% of portfolio
|
Q3 2025
Added 105.58%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
5,179
shares
|
$708,694
0.0% of portfolio
|
Q3 2025
Added 32.18%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
5,178
shares
|
$708,557
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,174
shares
|
$708,010
0.34% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
5,173
shares
|
$707,873
0.81% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
5,156
shares
|
$705,547
0.35% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,143
shares
|
$703,768
0.17% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
5,142
shares
|
$703,631
0.09% of portfolio
|
Q4 2025
Added 8.71%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,125
shares
|
$701,305
0.12% of portfolio
|
Q3 2025
Reduced 4.79%
|
|