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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
7,454
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
7,428
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
7,402
shares
|
$1 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,370
shares
|
$1 Million
0.1% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,271
shares
|
$986,674
0.08% of portfolio
|
Q4 2024
Added 202.96%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
7,249
shares
|
$983,689
0.95% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
7,225
shares
|
$980,432
0.45% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
7,222
shares
|
$980,025
0.22% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
7,204
shares
|
$977,582
0.33% of portfolio
|
Q2 2024
Reduced 12.91%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
7,180
shares
|
$974,325
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,105
shares
|
$964,148
0.22% of portfolio
|
Q4 2021
Reduced 1.39%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
7,097
shares
|
$963,062
0.04% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,077
shares
|
$960,348
0.19% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
7,076
shares
|
$960,213
1.14% of portfolio
|
Q4 2023
Reduced 61.4%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
7,071
shares
|
$959,534
0.27% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
7,000
shares
|
$949,899
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
6,883
shares
|
$934,023
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
6,864
shares
|
$931,444
0.11% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,853
shares
|
$929,952
0.06% of portfolio
|
Q3 2024
Added 25.77%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,830
shares
|
$926,830
0.3% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,809
shares
|
$923,981
0.49% of portfolio
|
Q4 2023
Reduced 5.74%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
6,807
shares
|
$923,709
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
6,796
shares
|
$922,217
0.04% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
6,780
shares
|
$920,045
0.01% of portfolio
|
Q3 2024
Added 15.01%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
6,766
shares
|
$918,146
0.18% of portfolio
|
Q2 2024
Reduced 1.87%
|