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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
25,164
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
25,049
shares
|
$3.27 Million
0.12% of portfolio
|
Q3 2024
Reduced 22.24%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
25,041
shares
|
$3.27 Million
0.1% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
24,627
shares
|
$3.22 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
24,569
shares
|
$3.21 Million
0.76% of portfolio
|
Q2 2022
Reduced 14.47%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
24,047
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
23,802
shares
|
$3.11 Million
0.11% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
23,598
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
23,383
shares
|
$3.06 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
23,230
shares
|
$3.04 Million
0.84% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
22,871
shares
|
$2.99 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
22,857
shares
|
$2.99 Million
1.82% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
22,447
shares
|
$2.93 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
22,447
shares
|
$2.93 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
22,372
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
22,281
shares
|
$2.91 Million
1.01% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
22,140
shares
|
$2.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
22,135
shares
|
$2.89 Million
0.22% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
21,976
shares
|
$2.87 Million
0.04% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
21,912
shares
|
$2.86 Million
0.03% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
21,907
shares
|
$2.86 Million
0.12% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,777
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
21,716
shares
|
$2.84 Million
1.56% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
21,678
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,645
shares
|
$2.83 Million
0.05% of portfolio
|
Q3 2022
Added 28.2%
|