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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
9,321
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,254
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
9,161
shares
|
$1.17 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
9,119
shares
|
$1.17 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
9,094
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
9,060
shares
|
$1.16 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
9,033
shares
|
$1.16 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
9,031
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
9,031
shares
|
$1.16 Million
0.6% of portfolio
|
Q4 2023
Reduced 8.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,979
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
8,938
shares
|
$1.14 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,687
shares
|
$1.11 Million
1.15% of portfolio
|
Q4 2022
Reduced 62.76%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,654
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,615
shares
|
$1.1 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
8,588
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
8,582
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.16%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
8,528
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
8,491
shares
|
$1.09 Million
0.69% of portfolio
|
Q3 2024
Reduced 29.87%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,466
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2023
Reduced 2.15%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
8,440
shares
|
$1.08 Million
0.42% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,439
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,175
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
8,114
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2024
Added 51.55%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
8,114
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
8,107
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|