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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,900
shares
|
$393,529
0.06% of portfolio
|
Q1 2022
Reduced 10.77%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
2,896
shares
|
$392,987
0.08% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
2,891
shares
|
$392,308
0.1% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
2,862
shares
|
$388,373
0.21% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,854
shares
|
$387,287
0.27% of portfolio
|
Q4 2024
Reduced 28.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,840
shares
|
$385,387
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,827
shares
|
$383,623
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,817
shares
|
$382,266
0.0% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,811
shares
|
$381,452
0.04% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
2,800
shares
|
$379,959
0.17% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,775
shares
|
$376,567
0.01% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
2,766
shares
|
$375,346
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
2,754
shares
|
$373,717
0.08% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
2,753
shares
|
$373,582
0.0% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,742
shares
|
$372,089
0.01% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,725
shares
|
$369,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
2,718
shares
|
$368,832
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,713
shares
|
$368,154
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,692
shares
|
$365,304
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,686
shares
|
$364,490
0.11% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,684
shares
|
$364,218
0.02% of portfolio
|
Q3 2024
Added 42.54%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
2,677
shares
|
$363,268
0.11% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,677
shares
|
$363,268
0.05% of portfolio
|
Q2 2024
Reduced 17.04%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
2,667
shares
|
$361,911
0.04% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,659
shares
|
$360,826
0.1% of portfolio
|
Q4 2024
Added 11.3%
|