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 |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,672
shares
|
$1.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
12,549
shares
|
$1.57 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
12,524
shares
|
$1.56 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
12,514
shares
|
$1.56 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
12,507
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2024
Added 33.44%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
12,500
shares
|
$1.56 Million
0.42% of portfolio
|
Q1 2021
Reduced 26.56%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
12,498
shares
|
$1.56 Million
1.12% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,468
shares
|
$1.56 Million
0.34% of portfolio
|
Q1 2024
Added 15.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,400
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
12,369
shares
|
$1.55 Million
0.09% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
12,313
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
12,174
shares
|
$1.52 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
12,168
shares
|
$1.52 Million
0.23% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
12,142
shares
|
$1.52 Million
0.96% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
12,038
shares
|
$1.5 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
12,012
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
11,901
shares
|
$1.49 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,899
shares
|
$1.49 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
11,851
shares
|
$1.48 Million
0.16% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,781
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,579
shares
|
$1.45 Million
0.13% of portfolio
|
Q2 2022
Reduced 1.75%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
11,525
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 46.65%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
11,493
shares
|
$1.44 Million
0.48% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
11,367
shares
|
$1.42 Million
1.31% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
11,328
shares
|
$1.42 Million
0.3% of portfolio
|
Q4 2024
New holding
|