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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
11,759
shares
|
$1.5 Million
0.08% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,752
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
11,725
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,579
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2022
Reduced 1.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
11,520
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,410
shares
|
$1.46 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,401
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
11,398
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
11,312
shares
|
$1.45 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,239
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Aug 13, 2024 Q2 2024 |
11,222
shares
|
$1.44 Million
0.89% of portfolio
|
Q2 2024
Added 25.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,209
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,159
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
11,135
shares
|
$1.42 Million
1.2% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,118
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
11,117
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
11,108
shares
|
$1.42 Million
1.25% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
11,067
shares
|
$1.42 Million
1.02% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
11,049
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,940
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
10,900
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
10,864
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
10,791
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
10,791
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,762
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
New holding
|