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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
5,950
shares
|
$761,302
0.18% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,950
shares
|
$761,302
0.02% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,945
shares
|
$760,662
0.04% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,884
shares
|
$752,857
0.22% of portfolio
|
Q3 2024
Reduced 99.08%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
5,877
shares
|
$751,962
0.15% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
5,871
shares
|
$751,194
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,850
shares
|
$748,507
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
5,817
shares
|
$744,285
0.13% of portfolio
|
Q3 2024
Added 31.99%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
5,788
shares
|
$740,574
0.02% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
5,778
shares
|
$739,295
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,772
shares
|
$738,527
0.01% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$737,375
0.27% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
5,738
shares
|
$734,177
0.32% of portfolio
|
Q3 2024
Reduced 62.07%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,721
shares
|
$732,001
0.72% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
5,693
shares
|
$728,419
0.08% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,661
shares
|
$724,324
0.0% of portfolio
|
Q1 2022
Reduced 4.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,658
shares
|
$723,941
0.02% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
5,658
shares
|
$723,941
0.31% of portfolio
|
Q2 2024
Added 36.96%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
5,637
shares
|
$721,254
0.33% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,620
shares
|
$719,079
0.15% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
5,600
shares
|
$716,520
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,594
shares
|
$715,752
0.04% of portfolio
|
Q3 2024
Added 17.3%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,551
shares
|
$710,250
0.09% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,545
shares
|
$709,482
0.05% of portfolio
|
Q2 2023
Reduced 29.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,545
shares
|
$709,482
0.05% of portfolio
|
Q2 2023
Reduced 29.96%
|