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 1,097 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 $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,047
shares
|
$270,818
0.0% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,047
shares
|
$270,818
0.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,046
shares
|
$270,685
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,033
shares
|
$268,965
0.03% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,026
shares
|
$268,039
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,018
shares
|
$266,981
0.07% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
2,008
shares
|
$265,658
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,007
shares
|
$265,526
0.14% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,000
shares
|
$264,600
0.16% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
1,956
shares
|
$258,778
0.22% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
1,950
shares
|
$257,985
0.01% of portfolio
|
Q3 2024
Reduced 33.92%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,949
shares
|
$257,852
0.08% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,941
shares
|
$256,794
0.07% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
1,940
shares
|
$256,662
0.0% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,939
shares
|
$256,529
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,936
shares
|
$256,132
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,922
shares
|
$254,280
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,896
shares
|
$250,840
0.0% of portfolio
|
Q2 2024
Reduced 39.0%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
1,871
shares
|
$247,533
0.05% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,865
shares
|
$246,739
0.02% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
1,860
shares
|
$246,078
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,859
shares
|
$245,945
0.12% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,857
shares
|
$245,681
0.07% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,857
shares
|
$245,681
0.01% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,852
shares
|
$245,019
0.02% of portfolio
|
Q3 2024
Reduced 98.62%
|