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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,988
shares
|
$373,380
0.3% of portfolio
|
Q1 2022
Reduced 26.19%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
2,982
shares
|
$372,630
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
2,962
shares
|
$370,131
0.14% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
2,954
shares
|
$369,131
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,947
shares
|
$368,257
0.27% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,938
shares
|
$367,132
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
2,924
shares
|
$365,383
0.08% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,900
shares
|
$362,384
0.06% of portfolio
|
Q1 2022
Reduced 10.77%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
2,891
shares
|
$361,259
0.11% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
2,870
shares
|
$358,635
0.14% of portfolio
|
Q4 2024
Reduced 57.98%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
2,864
shares
|
$357,885
0.22% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,854
shares
|
$356,635
0.27% of portfolio
|
Q4 2024
Reduced 28.88%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
2,852
shares
|
$356,385
0.08% of portfolio
|
Q4 2024
Reduced 26.06%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
2,845
shares
|
$355,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,827
shares
|
$353,261
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,823
shares
|
$352,762
0.02% of portfolio
|
Q4 2024
Added 68.54%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,817
shares
|
$352,012
0.0% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,811
shares
|
$351,262
0.04% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
2,805
shares
|
$350,512
0.09% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
2,800
shares
|
$349,888
0.18% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,775
shares
|
$346,764
0.01% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,766
shares
|
$345,639
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,742
shares
|
$342,640
0.01% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
2,728
shares
|
$340,890
0.02% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,725
shares
|
$340,516
0.01% of portfolio
|
Q4 2024
New holding
|