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 |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
5,537
shares
|
$708,459
0.03% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
5,462
shares
|
$698,862
0.04% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
5,451
shares
|
$697,455
0.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,445
shares
|
$696,687
0.02% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
5,439
shares
|
$695,920
0.01% of portfolio
|
Q4 2022
Reduced 1.34%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
5,428
shares
|
$694,512
0.08% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
5,417
shares
|
$693,105
0.15% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
5,413
shares
|
$692,593
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,400
shares
|
$690,930
0.04% of portfolio
|
Q3 2024
Reduced 68.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,335
shares
|
$682,613
0.01% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,329
shares
|
$681,845
0.59% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
5,310
shares
|
$679,414
0.31% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,297
shares
|
$677,751
0.04% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
5,281
shares
|
$675,703
0.04% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,205
shares
|
$665,979
0.08% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
5,200
shares
|
$665,340
0.16% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,148
shares
|
$658,686
0.01% of portfolio
|
Q3 2024
Reduced 54.06%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
5,138
shares
|
$657,407
0.36% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,130
shares
|
$656,383
0.0% of portfolio
|
Q3 2024
Added 29.15%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
5,103
shares
|
$652,928
0.09% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
5,099
shares
|
$652,417
0.15% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,090
shares
|
$651,265
0.02% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
5,086
shares
|
$650,753
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,080
shares
|
$649,986
0.12% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,076
shares
|
$649,474
0.02% of portfolio
|
Q1 2023
Added 4.53%
|