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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
4,147
shares
|
$567,475
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,119
shares
|
$563,643
0.38% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
4,113
shares
|
$562,822
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
4,099
shares
|
$560,907
0.16% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
4,093
shares
|
$560,086
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
4,072
shares
|
$557,212
0.05% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
4,066
shares
|
$556,391
0.12% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
4,048
shares
|
$553,928
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
4,045
shares
|
$553,517
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
4,016
shares
|
$549,549
0.27% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,008
shares
|
$548,454
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,000
shares
|
$547,360
0.03% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
4,000
shares
|
$547,360
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
3,943
shares
|
$539,560
0.03% of portfolio
|
Q3 2025
Added 34.85%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
3,928
shares
|
$537,507
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,909
shares
|
$534,907
0.18% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,908
shares
|
$534,770
0.01% of portfolio
|
Q3 2025
Added 30.83%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
3,898
shares
|
$533,402
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
3,840
shares
|
$525,465
0.25% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,829
shares
|
$523,960
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|