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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,091
shares
|
$1.04 Million
0.49% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,000
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Added 706.45%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
7,992
shares
|
$1.02 Million
0.47% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
7,947
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,879
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,859
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
7,812
shares
|
$999,545
0.03% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
7,803
shares
|
$998,393
0.07% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,797
shares
|
$997,626
0.11% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,788
shares
|
$996,474
0.06% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7,722
shares
|
$988,029
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,712
shares
|
$986,750
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
7,695
shares
|
$984,575
0.27% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
7,680
shares
|
$982,656
0.06% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
7,629
shares
|
$976,130
0.55% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,492
shares
|
$958,601
0.03% of portfolio
|
Q2 2024
Added 25.43%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
7,468
shares
|
$955,530
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
7,454
shares
|
$953,739
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
7,428
shares
|
$950,412
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
7,402
shares
|
$947,085
0.54% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
7,329
shares
|
$937,745
0.01% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
7,300
shares
|
$934,035
0.0% of portfolio
|
Q3 2024
Reduced 68.4%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
7,249
shares
|
$927,509
0.95% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
7,225
shares
|
$924,438
0.45% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
7,222
shares
|
$924,054
0.21% of portfolio
|
Q1 2024
Reduced 7.46%
|