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 1,158 institutions that hold shares in the stock, with a total of 106 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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
109
shares
|
$15,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
108
shares
|
$14,862
0.0% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
105
shares
|
$14,450
0.01% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
102
shares
|
$14,037
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
102
shares
|
$14,037
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
100
shares
|
$13,762
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
100
shares
|
$13,762
0.0% of portfolio
|
Q1 2018
Reduced 44.44%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
99
shares
|
$13,624
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
98
shares
|
$13,486
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
96
shares
|
$13,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
94
shares
|
$12,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
90
shares
|
$12,385
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
87
shares
|
$11,972
0.01% of portfolio
|
Q1 2024
Reduced 46.95%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
86
shares
|
$11,835
0.0% of portfolio
|
Q4 2023
Reduced 98.54%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
78
shares
|
$10,734
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76
shares
|
$10,459
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
69
shares
|
$9,495
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
68
shares
|
$9,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
67
shares
|
$9,220
0.0% of portfolio
|
Q1 2021
Reduced 18.29%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
60
shares
|
$8,257
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
58
shares
|
$7,981
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
56
shares
|
$7,706
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
55
shares
|
$7,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
51
shares
|
$7,018
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
50
shares
|
$6,881
0.0% of portfolio
|
Q4 2024
New holding
|