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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
329
shares
|
$41,263
0.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
320
shares
|
$40,134
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
315
shares
|
$39,507
0.01% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
314
shares
|
$39,381
0.01% of portfolio
|
Q4 2024
Added 86.9%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
308
shares
|
$38,629
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
304
shares
|
$38,127
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
298
shares
|
$37,375
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
296
shares
|
$37,124
0.01% of portfolio
|
Q2 2024
Added 78.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
291
shares
|
$36,497
0.01% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
284
shares
|
$35,619
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
273
shares
|
$34,239
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
267
shares
|
$33,487
0.0% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
262
shares
|
$32,860
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
258
shares
|
$32,358
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
257
shares
|
$32,232
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
248
shares
|
$31,104
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
243
shares
|
$30,477
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
242
shares
|
$30,351
0.0% of portfolio
|
Q4 2022
Reduced 73.44%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
240
shares
|
$30,100
0.01% of portfolio
|
Q2 2024
Reduced 46.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
240
shares
|
$30,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
225
shares
|
$28,219
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
222
shares
|
$27,843
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
213
shares
|
$26,714
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
212
shares
|
$26,589
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
208
shares
|
$26,087
0.01% of portfolio
|
Q4 2024
New holding
|