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 |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
4,591
shares
|
$590,861
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
4,554
shares
|
$586,099
0.12% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,479
shares
|
$576,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
4,438
shares
|
$571,170
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,417
shares
|
$568,467
0.2% of portfolio
|
Q3 2021
Reduced 36.48%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
4,405
shares
|
$566,923
0.35% of portfolio
|
Q1 2023
Reduced 18.91%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
4,393
shares
|
$565,379
0.01% of portfolio
|
Q2 2024
Added 10.32%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
4,374
shares
|
$562,933
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,371
shares
|
$562,547
0.02% of portfolio
|
Q3 2024
Added 30.17%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,355
shares
|
$560,488
0.05% of portfolio
|
Q4 2024
Reduced 98.03%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,334
shares
|
$557,785
0.01% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
4,294
shares
|
$552,637
0.07% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,293
shares
|
$552,509
0.24% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,289
shares
|
$551,994
0.11% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,259
shares
|
$548,133
0.02% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,247
shares
|
$546,588
0.02% of portfolio
|
Q3 2024
Added 17.58%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,240
shares
|
$545,688
0.13% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,208
shares
|
$541,569
0.04% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,171
shares
|
$536,807
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,162
shares
|
$535,649
0.0% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
4,148
shares
|
$533,847
0.01% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
4,142
shares
|
$533,075
0.03% of portfolio
|
Q3 2024
Reduced 18.08%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
4,128
shares
|
$531,273
0.0% of portfolio
|
Q1 2024
Reduced 19.04%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,114
shares
|
$529,471
0.13% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
4,113
shares
|
$529,343
0.02% of portfolio
|
Q2 2024
Reduced 4.26%
|