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 1,222 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 $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$25,084
0.0% of portfolio
|
Q3 2024
Reduced 73.61%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
200
shares
|
$25,084
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
200
shares
|
$25,084
0.0% of portfolio
|
Q4 2023
Added 92.31%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
200
shares
|
$25,084
0.01% of portfolio
|
Q3 2024
Reduced 50.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
184
shares
|
$23,077
0.0% of portfolio
|
Q2 2024
Reduced 91.78%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
180
shares
|
$22,575
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
178
shares
|
$22,324
0.01% of portfolio
|
Q2 2024
Reduced 88.23%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
177
shares
|
$22,199
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
174
shares
|
$21,823
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
169
shares
|
$21,195
0.01% of portfolio
|
Q4 2024
Reduced 43.1%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
167
shares
|
$20,945
0.0% of portfolio
|
Q4 2021
Reduced 29.83%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
150
shares
|
$18,813
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
150
shares
|
$18,813
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
150
shares
|
$18,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
149
shares
|
$18,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
136
shares
|
$17,057
0.0% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
135
shares
|
$16,931
0.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
133
shares
|
$16,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
132
shares
|
$16,555
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
130
shares
|
$16,304
0.01% of portfolio
|
Q4 2022
Reduced 58.99%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
130
shares
|
$16,304
0.0% of portfolio
|
Q3 2024
Added 136.36%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
130
shares
|
$16,304
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
124
shares
|
$15,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
124
shares
|
$15,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
120
shares
|
$15,050
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|