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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
25,047
shares
|
$3.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
25,013
shares
|
$3.13 Million
1.07% of portfolio
|
Q4 2024
Reduced 34.34%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
24,917
shares
|
$3.11 Million
0.04% of portfolio
|
Q4 2024
Added 121.7%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
24,884
shares
|
$3.11 Million
0.09% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
24,879
shares
|
$3.11 Million
2.51% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
24,569
shares
|
$3.07 Million
0.76% of portfolio
|
Q2 2022
Reduced 14.47%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
24,014
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Added 42.0%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
24,004
shares
|
$3 Million
1.3% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
23,819
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
23,708
shares
|
$2.96 Million
0.03% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
23,668
shares
|
$2.96 Million
1.13% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
23,383
shares
|
$2.92 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
23,376
shares
|
$2.92 Million
0.09% of portfolio
|
Q4 2024
Added 99.37%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
23,360
shares
|
$2.92 Million
0.02% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
23,331
shares
|
$2.92 Million
0.5% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
23,303
shares
|
$2.91 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22,778
shares
|
$2.85 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
22,776
shares
|
$2.85 Million
1.68% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
22,715
shares
|
$2.84 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
22,585
shares
|
$2.82 Million
0.19% of portfolio
|
Q4 2024
Added 318.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
22,447
shares
|
$2.8 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
22,447
shares
|
$2.8 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
22,445
shares
|
$2.8 Million
0.47% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
21,912
shares
|
$2.74 Million
0.03% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
21,843
shares
|
$2.73 Million
0.05% of portfolio
|
Q4 2024
Added 2.23%
|