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 1,104 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
6,147
shares
|
$831,074
0.05% of portfolio
|
Q4 2023
Added 9.24%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
6,140
shares
|
$830,127
0.51% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
6,119
shares
|
$827,288
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
6,000
shares
|
$811,199
0.4% of portfolio
|
Q4 2021
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,995
shares
|
$810,523
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
5,956
shares
|
$805,251
0.23% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
5,950
shares
|
$804,439
0.18% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,950
shares
|
$804,439
0.02% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,945
shares
|
$803,763
0.04% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,884
shares
|
$795,516
0.22% of portfolio
|
Q3 2024
Reduced 99.08%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
5,877
shares
|
$794,570
0.15% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
5,873
shares
|
$794,029
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,850
shares
|
$790,919
0.12% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,849
shares
|
$790,784
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
5,817
shares
|
$786,458
0.13% of portfolio
|
Q3 2024
Added 31.99%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
5,788
shares
|
$782,537
0.02% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
5,778
shares
|
$781,185
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$779,157
0.27% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,721
shares
|
$773,479
0.72% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,708
shares
|
$771,721
0.02% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
5,693
shares
|
$769,693
0.08% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,661
shares
|
$765,367
0.0% of portfolio
|
Q1 2022
Reduced 4.23%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
5,658
shares
|
$764,961
0.31% of portfolio
|
Q2 2024
Added 36.96%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
5,637
shares
|
$762,122
0.33% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
5,616
shares
|
$759,283
0.34% of portfolio
|
Q4 2024
Added 11.27%
|