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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,857
shares
|
$232,050
0.07% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
1,852
shares
|
$231,425
0.16% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,840
shares
|
$229,926
0.01% of portfolio
|
Q4 2023
Added 5.82%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
1,832
shares
|
$228,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
1,826
shares
|
$228,176
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
1,822
shares
|
$227,677
0.11% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,822
shares
|
$227,677
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,820
shares
|
$227,427
0.01% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,817
shares
|
$227,052
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,812
shares
|
$226,427
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,811
shares
|
$226,302
0.0% of portfolio
|
Q4 2024
Reduced 25.5%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
1,807
shares
|
$225,802
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,806
shares
|
$225,677
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,803
shares
|
$225,302
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
1,800
shares
|
$224,928
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,800
shares
|
$224,928
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
1,794
shares
|
$224,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
1,792
shares
|
$223,928
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
1,788
shares
|
$223,428
0.19% of portfolio
|
Q4 2024
Added 339.31%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
1,760
shares
|
$219,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,750
shares
|
$218,680
0.06% of portfolio
|
Q4 2022
Reduced 63.16%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
1,747
shares
|
$218,305
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,741
shares
|
$217,555
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
1,740
shares
|
$217,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
1,740
shares
|
$217,430
0.11% of portfolio
|
Q3 2024
New holding
|