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 |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
3,154
shares
|
$431,593
0.04% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
3,151
shares
|
$431,182
0.08% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
3,150
shares
|
$431,046
0.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
3,141
shares
|
$429,814
0.11% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
3,139
shares
|
$429,540
0.01% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,134
shares
|
$428,856
0.09% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
3,108
shares
|
$425,298
0.05% of portfolio
|
Q3 2021
Reduced 2.26%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
3,100
shares
|
$424,204
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,098
shares
|
$423,930
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
3,086
shares
|
$422,288
0.1% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,083
shares
|
$421,877
0.13% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
3,082
shares
|
$421,740
0.11% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
3,081
shares
|
$421,604
0.35% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
3,080
shares
|
$421,467
0.05% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
3,078
shares
|
$421,193
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,078
shares
|
$421,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
3,077
shares
|
$421,056
0.01% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
3,061
shares
|
$418,867
0.05% of portfolio
|
Q4 2023
Added 10.48%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,054
shares
|
$417,909
0.33% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,037
shares
|
$415,583
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
3,028
shares
|
$414,351
0.03% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
3,015
shares
|
$412,572
0.02% of portfolio
|
Q4 2024
Reduced 14.22%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,005
shares
|
$411,204
0.01% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
3,000
shares
|
$410,520
0.03% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$410,520
0.0% of portfolio
|
Q3 2025
Reduced 4.58%
|
|