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 |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
2,026
shares
|
$253,168
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,013
shares
|
$251,544
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
2,010
shares
|
$251,169
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,009
shares
|
$251,044
0.14% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
2,008
shares
|
$250,919
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,000
shares
|
$249,920
0.16% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
1,962
shares
|
$245,171
0.07% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
1,956
shares
|
$244,421
0.22% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
1,954
shares
|
$244,171
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
1,940
shares
|
$242,422
0.0% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,939
shares
|
$242,297
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
1,933
shares
|
$241,547
0.02% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,929
shares
|
$241,047
0.02% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,926
shares
|
$240,672
0.07% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,923
shares
|
$240,298
0.08% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,918
shares
|
$239,673
0.03% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,915
shares
|
$239,298
0.0% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,897
shares
|
$237,049
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,896
shares
|
$236,924
0.0% of portfolio
|
Q2 2024
Reduced 39.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
1,892
shares
|
$236,424
0.09% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
1,890
shares
|
$236,174
0.02% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
1,886
shares
|
$235,674
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
1,862
shares
|
$232,675
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
1,860
shares
|
$232,425
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,859
shares
|
$232,300
0.13% of portfolio
|
Q3 2024
Reduced 10.19%
|