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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,565
shares
|
$2.32 Million
0.06% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
18,467
shares
|
$2.31 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.58%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
18,457
shares
|
$2.31 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
18,361
shares
|
$2.29 Million
0.21% of portfolio
|
Q4 2024
Reduced 40.59%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
18,201
shares
|
$2.27 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
17,643
shares
|
$2.2 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,584
shares
|
$2.2 Million
0.06% of portfolio
|
Q2 2020
Reduced 8.03%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,569
shares
|
$2.2 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,538
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2022
Reduced 9.07%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
17,510
shares
|
$2.19 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,373
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
17,370
shares
|
$2.17 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
17,341
shares
|
$2.17 Million
0.09% of portfolio
|
Q4 2024
Added 54.71%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
17,044
shares
|
$2.13 Million
0.24% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
16,870
shares
|
$2.11 Million
0.05% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
16,760
shares
|
$2.09 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
16,669
shares
|
$2.08 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
16,633
shares
|
$2.08 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
16,625
shares
|
$2.08 Million
0.22% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,545
shares
|
$2.07 Million
0.13% of portfolio
|
Q4 2023
Added 6.17%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,516
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
16,403
shares
|
$2.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
16,366
shares
|
$2.05 Million
0.56% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
16,353
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
16,259
shares
|
$2.03 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.55%
|