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 |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
3,365
shares
|
$430,551
0.07% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
3,356
shares
|
$429,400
0.84% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,332
shares
|
$426,329
0.02% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
3,282
shares
|
$419,931
0.35% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
3,281
shares
|
$419,803
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,274
shares
|
$418,908
0.03% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
3,262
shares
|
$417,372
0.09% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,257
shares
|
$416,733
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,240
shares
|
$414,558
0.1% of portfolio
|
Q1 2024
Reduced 7.16%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
3,238
shares
|
$414,302
0.31% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
3,238
shares
|
$414,302
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,202
shares
|
$409,695
0.01% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
3,193
shares
|
$408,544
0.28% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,191
shares
|
$408,288
0.09% of portfolio
|
Q1 2024
Reduced 8.93%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,186
shares
|
$407,648
0.16% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
3,165
shares
|
$404,961
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
3,159
shares
|
$404,194
0.05% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,152
shares
|
$403,298
0.03% of portfolio
|
Q3 2024
Reduced 35.93%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,151
shares
|
$403,170
0.07% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,128
shares
|
$400,227
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
3,116
shares
|
$398,692
0.11% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,108
shares
|
$397,668
0.05% of portfolio
|
Q3 2021
Reduced 2.26%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,083
shares
|
$394,469
0.13% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,081
shares
|
$394,213
0.02% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,077
shares
|
$393,702
0.06% of portfolio
|
Q3 2024
Reduced 1.57%
|