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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
6,643
shares
|
$830,109
0.01% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
6,623
shares
|
$827,610
0.07% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,612
shares
|
$826,235
0.08% of portfolio
|
Q2 2022
Reduced 8.32%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,525
shares
|
$815,364
0.31% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,504
shares
|
$812,739
0.05% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
6,466
shares
|
$807,991
0.14% of portfolio
|
Q4 2022
Added 1.65%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,438
shares
|
$804,492
0.07% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,435
shares
|
$804,117
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
6,434
shares
|
$803,992
0.04% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
6,411
shares
|
$801,118
0.06% of portfolio
|
Q4 2024
Added 79.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,409
shares
|
$800,868
0.02% of portfolio
|
Q4 2024
Added 125.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
6,393
shares
|
$798,869
0.12% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
6,391
shares
|
$798,619
0.05% of portfolio
|
Q3 2024
Reduced 48.04%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
6,384
shares
|
$797,744
0.15% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
6,361
shares
|
$794,870
0.23% of portfolio
|
Q4 2024
Added 84.75%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
6,331
shares
|
$791,121
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,329
shares
|
$790,871
0.1% of portfolio
|
Q4 2024
Added 137.31%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,307
shares
|
$788,122
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
6,277
shares
|
$784,373
0.25% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
6,263
shares
|
$782,624
0.07% of portfolio
|
Q3 2024
Added 38.01%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
6,241
shares
|
$779,875
0.14% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
6,226
shares
|
$778,000
0.06% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
6,147
shares
|
$768,129
0.05% of portfolio
|
Q4 2023
Added 9.24%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
6,140
shares
|
$767,254
0.55% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
6,128
shares
|
$765,754
0.32% of portfolio
|
Q4 2024
Added 6.33%
|