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 1,318 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
133,334
shares
|
$18.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
132,966
shares
|
$18.2 Million
10.01% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
131,465
shares
|
$18 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.9%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
130,099
shares
|
$17.8 Million
0.02% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
129,327
shares
|
$17.7 Million
5.7% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
125,430
shares
|
$17.2 Million
0.44% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
123,899
shares
|
$17 Million
1.76% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
119,635
shares
|
$16.4 Million
0.03% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
117,373
shares
|
$16.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
116,981
shares
|
$16 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
116,185
shares
|
$15.9 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
113,056
shares
|
$15.5 Million
0.3% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
110,399
shares
|
$15.1 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
110,064
shares
|
$15.1 Million
1.38% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
109,497
shares
|
$15 Million
0.0% of portfolio
|
Q3 2025
Added 105.64%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
108,366
shares
|
$14.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
105,348
shares
|
$14.4 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
105,151
shares
|
$14.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
101,799
shares
|
$13.9 Million
2.35% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
100,791
shares
|
$13.8 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
100,550
shares
|
$13.8 Million
0.14% of portfolio
|
Q2 2025
Added 80.27%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
99,049
shares
|
$13.6 Million
5.13% of portfolio
|
Q2 2025
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
98,695
shares
|
$13.5 Million
2.61% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
98,034
shares
|
$13.4 Million
5.82% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
97,372
shares
|
$13.3 Million
4.95% of portfolio
|
Q3 2025
Added 24.74%
|
|