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 |
|---|---|---|---|---|---|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,000
shares
|
$2 Million
0.07% of portfolio
|
Q2 2021
Added 45.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,963
shares
|
$1.99 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
15,842
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Added 22.46%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
15,824
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
15,676
shares
|
$1.96 Million
0.24% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
15,556
shares
|
$1.94 Million
1.31% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
15,513
shares
|
$1.94 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
15,364
shares
|
$1.92 Million
0.52% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
15,290
shares
|
$1.91 Million
0.84% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,165
shares
|
$1.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
15,111
shares
|
$1.89 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
14,856
shares
|
$1.86 Million
0.5% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,830
shares
|
$1.85 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
14,806
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2021
Reduced 1.2%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
14,694
shares
|
$1.84 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
14,694
shares
|
$1.84 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,460
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,361
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
14,308
shares
|
$1.79 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
14,213
shares
|
$1.78 Million
0.54% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,190
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
14,186
shares
|
$1.77 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
14,183
shares
|
$1.77 Million
0.61% of portfolio
|
Q4 2024
Reduced 27.66%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14,173
shares
|
$1.77 Million
1.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
14,032
shares
|
$1.75 Million
1.34% of portfolio
|
Q4 2024
Added 14.65%
|