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 |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,232
shares
|
$153,950
0.05% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,230
shares
|
$153,700
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,228
shares
|
$153,450
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,202
shares
|
$150,201
0.06% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,194
shares
|
$149,202
0.01% of portfolio
|
Q3 2024
Reduced 34.11%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,168
shares
|
$145,953
0.0% of portfolio
|
Q3 2022
Added 73.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
1,146
shares
|
$143,204
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,140
shares
|
$142,454
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,137
shares
|
$142,079
0.01% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,132
shares
|
$141,454
0.0% of portfolio
|
Q4 2024
Added 65.98%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,122
shares
|
$140,205
0.06% of portfolio
|
Q4 2023
Reduced 27.98%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,122
shares
|
$140,205
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,101
shares
|
$137,580
0.01% of portfolio
|
Q4 2024
Added 450.5%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
1,096
shares
|
$136,956
0.02% of portfolio
|
Q1 2024
Added 9.6%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
1,096
shares
|
$136,956
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,093
shares
|
$136,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,061
shares
|
$132,582
0.05% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,060
shares
|
$132,457
0.07% of portfolio
|
Q3 2023
Added 265.52%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
1,049
shares
|
$131,083
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
1,027
shares
|
$128,333
0.03% of portfolio
|
Q4 2024
Reduced 23.7%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,027
shares
|
$128,333
0.01% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,026
shares
|
$128,208
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,018
shares
|
$127,209
0.01% of portfolio
|
Q4 2022
Reduced 16.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$124,960
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
984
shares
|
$122,960
0.06% of portfolio
|
Q4 2024
Reduced 4.47%
|