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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,499
shares
|
$437,235
0.01% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
3,488
shares
|
$435,860
0.07% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
3,460
shares
|
$432,361
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
3,449
shares
|
$430,987
0.21% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,431
shares
|
$428,737
0.0% of portfolio
|
Q4 2024
Added 40.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,407
shares
|
$425,738
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
3,403
shares
|
$425,238
0.09% of portfolio
|
Q4 2023
Reduced 0.12%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
3,402
shares
|
$425,113
0.07% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
3,382
shares
|
$422,614
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
3,369
shares
|
$420,990
0.0% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
3,365
shares
|
$420,490
0.08% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
3,326
shares
|
$415,616
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
3,282
shares
|
$410,118
0.38% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
3,281
shares
|
$409,993
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
3,274
shares
|
$409,119
0.03% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
3,272
shares
|
$408,869
0.16% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,245
shares
|
$405,495
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,240
shares
|
$404,870
0.1% of portfolio
|
Q1 2024
Reduced 7.16%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,238
shares
|
$404,620
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
3,238
shares
|
$404,620
0.31% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
3,225
shares
|
$402,996
0.02% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
3,203
shares
|
$400,246
0.12% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
3,202
shares
|
$400,121
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,198
shares
|
$399,622
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,191
shares
|
$398,747
0.1% of portfolio
|
Q1 2024
Reduced 8.93%
|