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 1,227 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 $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
10,404
shares
|
$1.26 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
10,371
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
10,329
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,225
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
10,153
shares
|
$1.23 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
10,115
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2023
Added 1.7%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
10,088
shares
|
$1.22 Million
0.3% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
10,058
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
9,983
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
9,943
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,939
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
9,885
shares
|
$1.19 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
9,771
shares
|
$1.18 Million
0.65% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
9,744
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,718
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2023
Reduced 32.63%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,675
shares
|
$1.17 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,657
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
9,622
shares
|
$1.16 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
9,597
shares
|
$1.16 Million
0.48% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
9,554
shares
|
$1.15 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
9,413
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,345
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
9,322
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,250
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
9,212
shares
|
$1.11 Million
0.16% of portfolio
|
Q4 2024
Reduced 46.46%
|