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 1,112 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
9,939
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,810
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2023
Reduced 10.27%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
9,754
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2024
Added 125.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,718
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2023
Reduced 32.63%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
9,704
shares
|
$1.32 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,675
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
9,672
shares
|
$1.31 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,657
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
9,597
shares
|
$1.3 Million
0.48% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,510
shares
|
$1.29 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
9,480
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
9,373
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,345
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
9,321
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
9,060
shares
|
$1.23 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
9,059
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
9,055
shares
|
$1.23 Million
0.41% of portfolio
|
Q4 2024
Added 38.58%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
9,033
shares
|
$1.23 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
9,031
shares
|
$1.23 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
9,031
shares
|
$1.23 Million
0.6% of portfolio
|
Q4 2023
Reduced 8.12%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
9,022
shares
|
$1.22 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,979
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
8,946
shares
|
$1.21 Million
1.48% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,687
shares
|
$1.18 Million
1.15% of portfolio
|
Q4 2022
Reduced 62.76%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,654
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|