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 1,085 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,040
shares
|
$648,648
0.33% of portfolio
|
Q4 2023
Reduced 94.59%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
5,012
shares
|
$645,044
0.21% of portfolio
|
Q3 2024
Added 60.54%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
4,996
shares
|
$642,985
0.15% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,985
shares
|
$641,569
0.09% of portfolio
|
Q3 2023
Added 6.22%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
4,975
shares
|
$640,282
0.08% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,959
shares
|
$638,223
0.02% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,902
shares
|
$630,887
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,900
shares
|
$630,630
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
4,900
shares
|
$630,630
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,889
shares
|
$629,214
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,874
shares
|
$627,283
0.16% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
4,826
shares
|
$621,106
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,808
shares
|
$618,789
0.12% of portfolio
|
Q1 2023
Reduced 98.9%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,801
shares
|
$617,888
0.0% of portfolio
|
Q3 2024
Added 269.31%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4,767
shares
|
$613,512
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
4,760
shares
|
$612,612
0.01% of portfolio
|
Q2 2024
Reduced 12.4%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
4,745
shares
|
$610,681
0.18% of portfolio
|
Q2 2023
Reduced 30.24%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,700
shares
|
$604,890
0.18% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
4,670
shares
|
$601,029
0.04% of portfolio
|
Q1 2022
Reduced 2.26%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,670
shares
|
$601,029
0.05% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
4,656
shares
|
$599,227
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
4,644
shares
|
$597,682
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,608
shares
|
$593,049
0.11% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
4,603
shares
|
$592,406
0.34% of portfolio
|
Q2 2023
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,602
shares
|
$592,277
0.01% of portfolio
|
Q3 2024
Added 1.34%
|