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 1,229 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
21,843
shares
|
$2.57 Million
0.05% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
21,828
shares
|
$2.57 Million
0.1% of portfolio
|
Q4 2024
Added 119.77%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
21,790
shares
|
$2.56 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,777
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,645
shares
|
$2.55 Million
0.05% of portfolio
|
Q3 2022
Added 28.2%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
21,624
shares
|
$2.54 Million
0.38% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
21,598
shares
|
$2.54 Million
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
21,404
shares
|
$2.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
21,216
shares
|
$2.5 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
20,789
shares
|
$2.45 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
20,781
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Added 950.08%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
20,745
shares
|
$2.44 Million
0.09% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
20,627
shares
|
$2.43 Million
0.39% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
20,517
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
20,296
shares
|
$2.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
20,182
shares
|
$2.37 Million
1.68% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
20,036
shares
|
$2.36 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
19,948
shares
|
$2.35 Million
0.63% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
19,850
shares
|
$2.33 Million
1.23% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
19,802
shares
|
$2.33 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
19,646
shares
|
$2.31 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
19,284
shares
|
$2.27 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.98%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
18,985
shares
|
$2.23 Million
0.2% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
18,866
shares
|
$2.22 Million
1.94% of portfolio
|
Q4 2024
Reduced 25.53%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
18,819
shares
|
$2.21 Million
0.29% of portfolio
|
Q4 2024
New holding
|