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 1,071 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
1,725
shares
|
$202,239
0.14% of portfolio
|
Q4 2023
Reduced 11.45%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
1,718
shares
|
$201,418
0.11% of portfolio
|
Q2 2024
Reduced 94.5%
|
|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
1,700
shares
|
$199,308
0.12% of portfolio
|
Q4 2020
Added 100.0%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
1,697
shares
|
$198,956
0.4% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,696
shares
|
$198,839
0.01% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
1,675
shares
|
$196,377
0.01% of portfolio
|
Q4 2023
Added 53.39%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
1,670
shares
|
$195,790
0.01% of portfolio
|
Q1 2023
Reduced 6.7%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
1,668
shares
|
$195,556
0.04% of portfolio
|
Q2 2021
Reduced 16.22%
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jul 17, 2024 Q2 2024 |
1,661
shares
|
$194,735
0.11% of portfolio
|
Q2 2024
Added 0.06%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,605
shares
|
$188,170
0.0% of portfolio
|
Q2 2024
Reduced 98.31%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
1,566
shares
|
$183,597
0.0% of portfolio
|
Q3 2022
Reduced 15.44%
|
|
Acropolis Investment Management, LLC
|
Jul 16, 2024 Q2 2024 |
1,564
shares
|
$183,363
0.01% of portfolio
|
Q4 2023
Added 14.66%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
1,551
shares
|
$181,839
0.04% of portfolio
|
Q2 2024
New holding
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
1,540
shares
|
$180,549
0.03% of portfolio
|
Q4 2020
Added 100.0%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,521
shares
|
$178,322
0.01% of portfolio
|
Q1 2024
Reduced 34.44%
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
1,506
shares
|
$176,563
0.15% of portfolio
|
Q2 2024
New holding
|
|
Performa LTD (Us), LLC
|
Aug 12, 2024 Q2 2024 |
1,451
shares
|
$170,115
0.07% of portfolio
|
Q2 2024
Added 0.07%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
1,442
shares
|
$169,060
0.11% of portfolio
|
Q1 2024
New holding
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
1,427
shares
|
$167,301
0.02% of portfolio
|
Q1 2024
Reduced 12.08%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
1,425
shares
|
$167,067
0.0% of portfolio
|
Q1 2024
Reduced 31.06%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
1,415
shares
|
$165,894
0.04% of portfolio
|
Q3 2023
Added 22.19%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
1,406
shares
|
$164,839
0.03% of portfolio
|
Q1 2024
Added 0.07%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,400
shares
|
$164,136
0.01% of portfolio
|
Q3 2022
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
1,399
shares
|
$164,018
0.05% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
1,389
shares
|
$162,846
0.15% of portfolio
|
Q2 2023
Added 37.66%
|