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 $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,102
shares
|
$274,752
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,098
shares
|
$274,229
0.03% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
2,094
shares
|
$273,706
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
2,092
shares
|
$273,445
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,088
shares
|
$272,922
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,088
shares
|
$272,922
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,081
shares
|
$272,007
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,074
shares
|
$271,092
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,074
shares
|
$271,092
0.03% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,069
shares
|
$270,438
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,069
shares
|
$270,438
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
2,066
shares
|
$270,046
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,059
shares
|
$269,131
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,052
shares
|
$268,216
0.01% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
2,052
shares
|
$268,216
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
2,050
shares
|
$267,955
0.04% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,047
shares
|
$267,563
0.0% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,047
shares
|
$267,563
0.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,046
shares
|
$267,432
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,033
shares
|
$265,733
0.03% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,026
shares
|
$264,818
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,021
shares
|
$264,164
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,018
shares
|
$263,772
0.07% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
2,008
shares
|
$262,465
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,007
shares
|
$262,334
0.14% of portfolio
|
Q3 2024
Added 0.1%
|