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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
244
shares
|
$31,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
243
shares
|
$31,762
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
242
shares
|
$31,631
0.0% of portfolio
|
Q4 2022
Reduced 73.44%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
240
shares
|
$31,370
0.01% of portfolio
|
Q2 2024
Reduced 46.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
240
shares
|
$31,370
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
222
shares
|
$29,017
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
212
shares
|
$27,710
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
212
shares
|
$27,710
0.01% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
201
shares
|
$26,272
0.01% of portfolio
|
Q1 2024
Reduced 62.43%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
200
shares
|
$26,142
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$26,142
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
200
shares
|
$26,142
0.0% of portfolio
|
Q3 2024
Reduced 73.61%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
200
shares
|
$26,142
0.0% of portfolio
|
Q4 2023
Added 92.31%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
200
shares
|
$26,142
0.01% of portfolio
|
Q3 2024
Reduced 50.5%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
195
shares
|
$25,488
0.0% of portfolio
|
Q1 2023
Reduced 35.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
184
shares
|
$24,050
0.0% of portfolio
|
Q2 2024
Reduced 91.78%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
180
shares
|
$23,527
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
178
shares
|
$23,266
0.01% of portfolio
|
Q2 2024
Reduced 88.23%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
174
shares
|
$22,743
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
168
shares
|
$21,959
0.0% of portfolio
|
Q1 2024
Reduced 32.26%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
167
shares
|
$21,828
0.0% of portfolio
|
Q4 2021
Reduced 29.83%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
150
shares
|
$19,606
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
150
shares
|
$19,606
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
136
shares
|
$17,776
0.0% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
133
shares
|
$17,384
0.0% of portfolio
|
Q3 2024
Reduced 39.27%
|