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 |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
4,603
shares
|
$629,874
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,549
shares
|
$622,485
0.02% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,544
shares
|
$621,800
0.09% of portfolio
|
Q3 2025
Added 174.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,529
shares
|
$619,748
0.02% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
4,519
shares
|
$618,379
0.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
4,516
shares
|
$617,969
0.53% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
4,507
shares
|
$616,737
0.0% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,440
shares
|
$607,569
0.3% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,417
shares
|
$604,422
0.2% of portfolio
|
Q3 2021
Reduced 36.48%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
4,374
shares
|
$598,538
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
4,341
shares
|
$594,022
0.01% of portfolio
|
Q3 2025
Reduced 31.77%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
4,314
shares
|
$590,327
0.02% of portfolio
|
Q2 2025
Added 31.77%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
4,314
shares
|
$590,327
0.02% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,299
shares
|
$588,275
0.05% of portfolio
|
Q3 2025
Added 242.28%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
4,264
shares
|
$583,485
0.33% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,251
shares
|
$581,706
0.01% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,251
shares
|
$581,706
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
4,239
shares
|
$580,064
0.13% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
4,238
shares
|
$579,927
0.11% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
4,227
shares
|
$578,422
0.21% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
4,220
shares
|
$577,464
0.27% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,208
shares
|
$575,822
0.04% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,195
shares
|
$574,043
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
4,181
shares
|
$572,128
0.1% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
4,163
shares
|
$569,664
0.22% of portfolio
|
Q2 2025
Reduced 6.81%
|
|