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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14,173
shares
|
$1.67 Million
1.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
14,032
shares
|
$1.65 Million
1.34% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
13,998
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
13,944
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
13,941
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,908
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
13,889
shares
|
$1.63 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
13,828
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
13,806
shares
|
$1.62 Million
0.68% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
13,573
shares
|
$1.6 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
13,539
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,526
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,498
shares
|
$1.59 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
13,476
shares
|
$1.59 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
13,429
shares
|
$1.58 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,414
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 112.01%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
13,404
shares
|
$1.58 Million
0.41% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
13,400
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
13,394
shares
|
$1.58 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,286
shares
|
$1.56 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
12,946
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
12,910
shares
|
$1.52 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,896
shares
|
$1.52 Million
1.0% of portfolio
|
Q3 2024
Added 111.1%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
12,882
shares
|
$1.52 Million
0.53% of portfolio
|
Q4 2023
Reduced 4.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
12,810
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 148.83%
|