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 |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
13,400
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
13,110
shares
|
$1.68 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,963
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Reduced 66.0%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
12,946
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,936
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2024
Added 22.66%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
12,921
shares
|
$1.65 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,896
shares
|
$1.65 Million
1.0% of portfolio
|
Q3 2024
Added 111.1%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
12,882
shares
|
$1.65 Million
0.53% of portfolio
|
Q4 2023
Reduced 4.38%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,850
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 163.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,767
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
12,738
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
12,683
shares
|
$1.62 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
12,672
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
12,572
shares
|
$1.61 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
12,524
shares
|
$1.6 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
12,500
shares
|
$1.6 Million
0.42% of portfolio
|
Q1 2021
Reduced 26.56%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,468
shares
|
$1.6 Million
0.34% of portfolio
|
Q1 2024
Added 15.68%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
12,313
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
12,239
shares
|
$1.57 Million
1.05% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
12,212
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
12,107
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
12,079
shares
|
$1.55 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
12,078
shares
|
$1.55 Million
0.31% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,037
shares
|
$1.54 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,012
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Added 10.28%
|