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 1,305 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
131,203
shares
|
$18.9 Million
6.01% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
129,155
shares
|
$18.6 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
128,703
shares
|
$18.6 Million
4.5% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
123,567
shares
|
$17.8 Million
0.55% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
123,512
shares
|
$17.8 Million
0.09% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
123,079
shares
|
$17.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
121,667
shares
|
$17.5 Million
2.47% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
121,192
shares
|
$17.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
119,818
shares
|
$17.3 Million
1.87% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
119,265
shares
|
$17.2 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
118,407
shares
|
$17.1 Million
0.29% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
118,392
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
116,038
shares
|
$16.7 Million
0.02% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
112,780
shares
|
$16.3 Million
1.52% of portfolio
|
Q2 2025
Added 23.57%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
110,630
shares
|
$16 Million
0.55% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
110,183
shares
|
$15.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
110,121
shares
|
$15.9 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
105,348
shares
|
$15.2 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
105,151
shares
|
$15.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
103,956
shares
|
$15 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.77%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
100,797
shares
|
$14.5 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
100,637
shares
|
$14.5 Million
2.58% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
100,550
shares
|
$14.5 Million
0.14% of portfolio
|
Q2 2025
Added 80.27%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
99,982
shares
|
$14.4 Million
5.69% of portfolio
|
Q2 2025
New holding
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
99,049
shares
|
$14.3 Million
6.24% of portfolio
|
Q2 2025
New holding
|