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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
2,843
shares
|
$389,036
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
2,828
shares
|
$386,983
0.17% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,827
shares
|
$386,846
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
2,811
shares
|
$384,657
0.15% of portfolio
|
Q3 2025
Added 75.69%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,800
shares
|
$383,152
0.17% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
2,798
shares
|
$382,878
0.09% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,794
shares
|
$382,330
0.01% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,793
shares
|
$382,194
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,775
shares
|
$379,731
0.05% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
2,766
shares
|
$378,499
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
2,756
shares
|
$377,131
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,754
shares
|
$376,857
0.04% of portfolio
|
Q3 2025
Added 64.03%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
2,717
shares
|
$371,794
0.06% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,698
shares
|
$369,194
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
2,686
shares
|
$367,552
0.11% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,684
shares
|
$367,278
0.11% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,676
shares
|
$366,183
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
2,660
shares
|
$363,994
0.03% of portfolio
|
Q1 2025
Reduced 58.68%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
2,659
shares
|
$363,857
0.1% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
2,650
shares
|
$362,626
0.12% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
2,644
shares
|
$361,804
0.19% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
2,640
shares
|
$361,257
0.12% of portfolio
|
Q2 2022
Reduced 13.16%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
2,638
shares
|
$360,983
0.59% of portfolio
|
Q3 2025
Added 48.7%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,628
shares
|
$359,615
0.01% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
2,615
shares
|
$357,836
0.12% of portfolio
|
Q4 2025
Reduced 80.12%
|
|