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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
95,140
shares
|
$13 Million
0.05% of portfolio
|
Q3 2025
Reduced 38.5%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
93,629
shares
|
$12.8 Million
0.38% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
92,782
shares
|
$12.7 Million
0.06% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
92,507
shares
|
$12.7 Million
0.26% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
90,083
shares
|
$12.3 Million
0.27% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
89,685
shares
|
$12.3 Million
0.07% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
89,663
shares
|
$12.3 Million
1.15% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
89,243
shares
|
$12.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 46.14%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
89,016
shares
|
$12.2 Million
1.62% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
88,640
shares
|
$12.1 Million
4.88% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
88,206
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
87,283
shares
|
$11.9 Million
5.97% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
86,808
shares
|
$11.9 Million
0.05% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
85,745
shares
|
$11.7 Million
0.41% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
84,868
shares
|
$11.6 Million
4.42% of portfolio
|
Q2 2023
Reduced 5.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
84,466
shares
|
$11.6 Million
0.07% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
82,353
shares
|
$11.3 Million
1.1% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
81,435
shares
|
$11.1 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
81,243
shares
|
$11.1 Million
0.89% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,636
shares
|
$11 Million
0.02% of portfolio
|
Q3 2023
Reduced 21.94%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
80,283
shares
|
$11 Million
0.88% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
79,803
shares
|
$10.9 Million
2.56% of portfolio
|
Q3 2025
Reduced 43.02%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
79,226
shares
|
$10.8 Million
0.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
78,676
shares
|
$10.8 Million
3.75% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
75,771
shares
|
$10.4 Million
2.12% of portfolio
|
Q3 2025
Added 1.93%
|
|