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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
1,650
shares
|
$206,184
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,642
shares
|
$205,184
0.01% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,624
shares
|
$202,935
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
1,615
shares
|
$201,810
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,613
shares
|
$201,560
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,588
shares
|
$198,436
0.1% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,549
shares
|
$193,563
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,540
shares
|
$192,438
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,521
shares
|
$190,064
0.01% of portfolio
|
Q1 2024
Reduced 34.44%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,512
shares
|
$188,939
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
1,499
shares
|
$187,315
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
1,454
shares
|
$181,691
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,415
shares
|
$176,818
0.05% of portfolio
|
Q3 2023
Added 22.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,408
shares
|
$175,943
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,400
shares
|
$174,944
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1,395
shares
|
$174,319
0.04% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,383
shares
|
$172,819
0.01% of portfolio
|
Q2 2024
Reduced 8.59%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
1,367
shares
|
$170,820
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,344
shares
|
$167,946
0.01% of portfolio
|
Q3 2024
Added 484.35%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
1,295
shares
|
$161,823
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,286
shares
|
$160,698
0.02% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,275
shares
|
$159,324
0.03% of portfolio
|
Q4 2023
Reduced 22.96%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,263
shares
|
$157,824
0.13% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,256
shares
|
$156,949
0.02% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
1,235
shares
|
$154,325
0.09% of portfolio
|
Q2 2024
Reduced 6.65%
|