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 |
|---|---|---|---|---|---|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
1,981
shares
|
$253,468
0.21% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,979
shares
|
$253,213
0.01% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
1,950
shares
|
$249,502
0.01% of portfolio
|
Q3 2024
Reduced 33.92%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,949
shares
|
$249,374
0.08% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,941
shares
|
$248,350
0.07% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
1,940
shares
|
$248,223
0.0% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,939
shares
|
$248,095
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,936
shares
|
$247,711
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,922
shares
|
$245,919
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,896
shares
|
$242,593
0.0% of portfolio
|
Q2 2024
Reduced 39.0%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
1,871
shares
|
$239,394
0.05% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,865
shares
|
$238,626
0.02% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
1,860
shares
|
$237,987
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,859
shares
|
$237,859
0.12% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,857
shares
|
$237,603
0.07% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,857
shares
|
$237,603
0.01% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,852
shares
|
$236,963
0.02% of portfolio
|
Q3 2024
Reduced 98.62%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
1,852
shares
|
$236,963
0.15% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
1,840
shares
|
$235,428
0.01% of portfolio
|
Q4 2023
Added 5.82%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
1,831
shares
|
$234,276
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,826
shares
|
$233,636
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,822
shares
|
$233,124
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
1,810
shares
|
$231,589
0.0% of portfolio
|
Q3 2024
Reduced 36.74%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,806
shares
|
$231,077
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,803
shares
|
$230,693
0.06% of portfolio
|
Q3 2024
New holding
|