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 |
|---|---|---|---|---|---|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,117
shares
|
$289,690
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,116
shares
|
$289,553
0.04% of portfolio
|
Q3 2025
Added 35.82%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
2,115
shares
|
$289,416
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,102
shares
|
$287,637
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,088
shares
|
$285,721
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,088
shares
|
$285,721
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
2,085
shares
|
$285,311
0.13% of portfolio
|
Q3 2025
Reduced 92.63%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
2,074
shares
|
$283,806
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,069
shares
|
$283,121
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,069
shares
|
$283,121
0.07% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,066
shares
|
$282,711
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
2,064
shares
|
$282,437
0.02% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
2,057
shares
|
$281,479
0.01% of portfolio
|
Q4 2025
Reduced 11.94%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
2,052
shares
|
$280,795
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,047
shares
|
$280,111
0.0% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,026
shares
|
$277,237
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
2,026
shares
|
$277,237
0.01% of portfolio
|
Q4 2025
Reduced 56.27%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
2,026
shares
|
$277,237
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
2,022
shares
|
$276,690
0.11% of portfolio
|
Q4 2025
Reduced 10.93%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
2,017
shares
|
$276,006
0.01% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,015
shares
|
$275,732
0.13% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,012
shares
|
$275,322
0.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,000
shares
|
$273,680
0.16% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,978
shares
|
$270,669
0.01% of portfolio
|
Q2 2024
Added 3.74%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,978
shares
|
$270,669
0.01% of portfolio
|
Q4 2025
Reduced 3.65%
|
|