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 1,226 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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,161
shares
|
$959,978
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
8,095
shares
|
$952,214
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,091
shares
|
$951,744
0.49% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
8,077
shares
|
$950,097
0.07% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
8,000
shares
|
$941,040
0.15% of portfolio
|
Q3 2024
Added 706.45%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
7,993
shares
|
$940,216
0.51% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
7,975
shares
|
$938,099
0.59% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,947
shares
|
$934,805
0.05% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
7,830
shares
|
$921,042
0.08% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
7,811
shares
|
$918,807
0.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,785
shares
|
$915,749
0.1% of portfolio
|
Q4 2024
Reduced 65.96%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
7,780
shares
|
$915,161
0.06% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
7,760
shares
|
$912,808
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,750
shares
|
$911,632
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
7,713
shares
|
$907,280
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
7,680
shares
|
$903,398
0.06% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
7,515
shares
|
$883,989
0.57% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,492
shares
|
$881,283
0.03% of portfolio
|
Q2 2024
Added 25.43%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
7,475
shares
|
$879,284
0.05% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
7,468
shares
|
$878,460
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
7,458
shares
|
$877,284
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
7,394
shares
|
$869,756
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,370
shares
|
$866,933
0.13% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,350
shares
|
$864,580
0.11% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Apr 09, 2025 Q4 2024 |
7,322
shares
|
$861,286
0.94% of portfolio
|
Q4 2024
New holding
|