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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,569
shares
|
$2.25 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,538
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2022
Reduced 9.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,358
shares
|
$2.22 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17,205
shares
|
$2.2 Million
0.3% of portfolio
|
Q3 2024
Added 107.71%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
17,190
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 127.68%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
16,911
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
16,870
shares
|
$2.16 Million
0.05% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
16,835
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
16,684
shares
|
$2.13 Million
0.16% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
16,649
shares
|
$2.13 Million
0.28% of portfolio
|
Q3 2024
Added 35.25%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
16,625
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,615
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,545
shares
|
$2.12 Million
0.13% of portfolio
|
Q4 2023
Added 6.17%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
16,538
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,516
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
16,366
shares
|
$2.09 Million
0.52% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
16,295
shares
|
$2.08 Million
0.68% of portfolio
|
Q3 2024
Reduced 39.86%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
16,127
shares
|
$2.06 Million
0.5% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,000
shares
|
$2.05 Million
0.08% of portfolio
|
Q2 2021
Added 45.45%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
15,974
shares
|
$2.04 Million
0.14% of portfolio
|
Q2 2024
Added 81.28%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
15,802
shares
|
$2.02 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
15,769
shares
|
$2.02 Million
0.7% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
15,672
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
15,493
shares
|
$1.98 Million
1.21% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
15,290
shares
|
$1.96 Million
0.82% of portfolio
|
Q4 2020
Added 100.0%
|