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 1,223 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
29,376
shares
|
$3.67 Million
2.51% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,341
shares
|
$3.67 Million
0.08% of portfolio
|
Q4 2023
Added 108.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
29,268
shares
|
$3.66 Million
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
29,248
shares
|
$3.65 Million
2.53% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
29,022
shares
|
$3.63 Million
2.86% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
28,732
shares
|
$3.59 Million
2.84% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
28,601
shares
|
$3.57 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
28,435
shares
|
$3.55 Million
0.74% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
28,223
shares
|
$3.53 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
28,196
shares
|
$3.52 Million
1.24% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
28,031
shares
|
$3.5 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
27,982
shares
|
$3.5 Million
0.13% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
27,951
shares
|
$3.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
27,621
shares
|
$3.45 Million
1.88% of portfolio
|
Q4 2024
Added 282.3%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
27,147
shares
|
$3.39 Million
0.13% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,980
shares
|
$3.37 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
26,978
shares
|
$3.37 Million
2.5% of portfolio
|
Q4 2024
Added 143.77%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
26,834
shares
|
$3.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
26,733
shares
|
$3.34 Million
0.13% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
26,655
shares
|
$3.33 Million
0.05% of portfolio
|
Q4 2024
Added 21.29%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
26,576
shares
|
$3.32 Million
0.16% of portfolio
|
Q4 2024
Added 77.36%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
26,157
shares
|
$3.27 Million
0.95% of portfolio
|
Q4 2024
Added 362.3%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
25,686
shares
|
$3.21 Million
1.03% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
25,199
shares
|
$3.15 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
25,104
shares
|
$3.14 Million
0.22% of portfolio
|
Q4 2024
Added 157.37%
|