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 1,319 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 |
|---|---|---|---|---|---|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
5,017
shares
|
$686,526
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
5,017
shares
|
$686,526
0.28% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
5,012
shares
|
$685,842
0.21% of portfolio
|
Q3 2024
Added 60.54%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
4,996
shares
|
$683,652
0.15% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,986
shares
|
$682,284
0.32% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,985
shares
|
$682,147
0.09% of portfolio
|
Q3 2023
Added 6.22%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,951
shares
|
$677,494
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,950
shares
|
$677,358
0.01% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,943
shares
|
$676,400
0.04% of portfolio
|
Q3 2025
Added 210.1%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
4,929
shares
|
$674,484
0.02% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,928
shares
|
$674,347
0.04% of portfolio
|
Q3 2025
Added 178.89%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,900
shares
|
$670,516
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,889
shares
|
$669,010
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
4,831
shares
|
$661,074
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
4,800
shares
|
$656,832
0.12% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
4,739
shares
|
$648,484
0.07% of portfolio
|
Q3 2025
Added 86.43%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
4,730
shares
|
$647,253
0.09% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,723
shares
|
$646,295
0.09% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
4,719
shares
|
$645,747
0.08% of portfolio
|
Q3 2025
Reduced 33.82%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
4,700
shares
|
$643,148
0.23% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,670
shares
|
$639,042
0.04% of portfolio
|
Q1 2022
Reduced 2.26%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
4,656
shares
|
$637,127
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,654
shares
|
$636,853
0.05% of portfolio
|
Q3 2025
Reduced 39.53%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
4,633
shares
|
$633,979
0.03% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
4,608
shares
|
$630,558
0.12% of portfolio
|
Q4 2023
Added 0.2%
|
|