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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
56,490
shares
|
$7.34 Million
2.52% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
56,444
shares
|
$7.33 Million
3.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
56,314
shares
|
$7.32 Million
0.58% of portfolio
|
Q3 2024
Added 58.21%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
56,095
shares
|
$7.29 Million
4.34% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
54,470
shares
|
$7.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
53,922
shares
|
$7 Million
0.36% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
52,975
shares
|
$6.88 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
51,807
shares
|
$6.73 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
51,806
shares
|
$6.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
51,200
shares
|
$6.65 Million
0.01% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
49,638
shares
|
$6.45 Million
2.75% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
49,117
shares
|
$6.38 Million
0.46% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
48,710
shares
|
$6.33 Million
0.68% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
48,308
shares
|
$6.28 Million
0.15% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
47,809
shares
|
$6.21 Million
0.05% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
47,660
shares
|
$6.19 Million
3.38% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
47,423
shares
|
$6.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
47,212
shares
|
$6.13 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
46,488
shares
|
$6.04 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,800
shares
|
$5.95 Million
0.81% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
45,668
shares
|
$5.93 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
45,460
shares
|
$5.91 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
44,876
shares
|
$5.83 Million
0.12% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,829
shares
|
$5.82 Million
0.02% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
44,508
shares
|
$5.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.16%
|