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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,585
shares
|
$842,550
0.1% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
6,560
shares
|
$839,352
0.28% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
6,534
shares
|
$836,025
0.28% of portfolio
|
Q3 2024
Added 75.69%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
6,466
shares
|
$827,324
0.14% of portfolio
|
Q4 2022
Added 1.65%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
6,443
shares
|
$824,381
0.07% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
6,438
shares
|
$823,742
0.06% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,435
shares
|
$823,358
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
6,434
shares
|
$823,230
0.04% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
6,413
shares
|
$820,543
0.37% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
6,411
shares
|
$820,287
0.12% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
6,391
shares
|
$817,728
0.05% of portfolio
|
Q3 2024
Reduced 48.04%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
6,384
shares
|
$816,832
0.14% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
6,331
shares
|
$810,051
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,327
shares
|
$809,539
0.0% of portfolio
|
Q3 2024
Reduced 78.64%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,307
shares
|
$806,980
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
6,298
shares
|
$805,829
0.24% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
6,263
shares
|
$801,350
0.06% of portfolio
|
Q3 2024
Added 38.01%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
6,226
shares
|
$796,616
0.05% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
6,191
shares
|
$792,138
0.39% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
6,147
shares
|
$786,508
0.05% of portfolio
|
Q4 2023
Added 9.24%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
6,140
shares
|
$785,613
0.51% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
6,119
shares
|
$782,926
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
6,000
shares
|
$767,700
0.4% of portfolio
|
Q4 2021
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,995
shares
|
$767,060
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
5,956
shares
|
$762,070
0.23% of portfolio
|
Q3 2024
Reduced 0.77%
|