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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,756
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,650
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
10,629
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,615
shares
|
$1.36 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
10,601
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2023
Reduced 6.83%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
10,570
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
10,561
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2024
Reduced 13.51%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,557
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
10,517
shares
|
$1.35 Million
0.25% of portfolio
|
Q3 2024
Added 578.08%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
10,317
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,249
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.62%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,225
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
10,115
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2023
Added 1.7%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
10,088
shares
|
$1.29 Million
0.28% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
9,985
shares
|
$1.28 Million
0.26% of portfolio
|
Q2 2023
Added 8.77%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
9,983
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
9,939
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
9,932
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 56.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,810
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2023
Reduced 10.27%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
9,754
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Added 125.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,718
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2023
Reduced 32.63%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
9,704
shares
|
$1.24 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
9,672
shares
|
$1.24 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,510
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
9,480
shares
|
$1.21 Million
0.63% of portfolio
|
Q3 2024
New holding
|