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 1,086 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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
82,353
shares
|
$10.7 Million
1.1% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
81,243
shares
|
$10.6 Million
0.89% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,636
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2023
Reduced 21.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
80,057
shares
|
$10.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
78,988
shares
|
$10.3 Million
2.08% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
78,798
shares
|
$10.2 Million
0.86% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
78,476
shares
|
$10.2 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
78,317
shares
|
$10.2 Million
0.14% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
77,127
shares
|
$10 Million
0.06% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
75,171
shares
|
$9.76 Million
0.32% of portfolio
|
Q3 2024
Reduced 42.17%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
70,615
shares
|
$9.17 Million
0.29% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
67,348
shares
|
$8.75 Million
2.81% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
66,791
shares
|
$8.68 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
65,023
shares
|
$8.45 Million
0.26% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
64,943
shares
|
$8.44 Million
0.33% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
63,758
shares
|
$8.28 Million
0.22% of portfolio
|
Q3 2024
Reduced 93.4%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
63,169
shares
|
$8.21 Million
0.52% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
61,772
shares
|
$8.02 Million
0.24% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
61,469
shares
|
$7.98 Million
0.77% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
61,407
shares
|
$7.98 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
60,171
shares
|
$7.82 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,818
shares
|
$7.77 Million
0.05% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
58,669
shares
|
$7.62 Million
0.84% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
57,558
shares
|
$7.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
56,591
shares
|
$7.35 Million
0.61% of portfolio
|
Q3 2024
Added 3.45%
|