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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,264
shares
|
$282,909
0.02% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
2,256
shares
|
$281,909
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,250
shares
|
$281,160
0.05% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,246
shares
|
$280,660
0.04% of portfolio
|
Q1 2024
Added 87.17%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,245
shares
|
$280,535
0.02% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,245
shares
|
$280,535
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,240
shares
|
$279,910
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,234
shares
|
$279,160
0.01% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2,227
shares
|
$278,285
0.09% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
2,223
shares
|
$277,786
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
2,214
shares
|
$276,661
0.16% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,207
shares
|
$275,786
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
2,200
shares
|
$274,912
0.07% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,200
shares
|
$274,912
0.1% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,197
shares
|
$274,537
0.03% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
2,187
shares
|
$273,287
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$272,787
0.06% of portfolio
|
Q3 2024
Reduced 33.99%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
2,183
shares
|
$272,787
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,171
shares
|
$271,288
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
2,156
shares
|
$269,413
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,156
shares
|
$269,413
0.02% of portfolio
|
Q4 2024
Added 27.12%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
2,154
shares
|
$269,163
0.05% of portfolio
|
Q4 2024
Reduced 40.18%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,138
shares
|
$267,164
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,134
shares
|
$266,664
0.11% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,125
shares
|
$265,540
0.02% of portfolio
|
Q4 2022
Reduced 9.61%
|