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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,112
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,984
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
14,806
shares
|
$1.89 Million
0.11% of portfolio
|
Q4 2021
Reduced 1.2%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
14,658
shares
|
$1.88 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,565
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Added 36.9%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,469
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
14,463
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
14,460
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
14,442
shares
|
$1.85 Million
0.19% of portfolio
|
Q3 2024
Added 40.77%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,374
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
14,293
shares
|
$1.83 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,288
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
14,156
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
14,065
shares
|
$1.8 Million
0.98% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
14,029
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
13,889
shares
|
$1.78 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
13,800
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
13,793
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,740
shares
|
$1.76 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
13,733
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 145.45%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,683
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,598
shares
|
$1.74 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,452
shares
|
$1.72 Million
0.46% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
13,404
shares
|
$1.72 Million
0.35% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
13,402
shares
|
$1.71 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.51%
|